Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Small Cap Value II Mutual fund in their Schedule of Assets, totaling $854K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KLEIN'S SHOPRITE OF MARYLAND KLEIN'S SHOPRITE OF MARYLAND 401(K) PROFIT SHARING PLAN | FOREST HILL MD | 701 | $32.2M | $472K |
| 2 | SPRINGFIELD HOSPITAL SPRINGFIELD 401(K) PLAN | SPRINGFIELD VT | 579 | $36.9M | $324K |
| 3 | QNNECT, LLC QNNECT 401(K) PLAN |
PAINESVILLE OH |
| 1,251 |
| $54.1M |
| $58K |