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 S - in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CIMPLIFY UROLOGY HEALTHCARE GROUP, INC. 401(K)/PROFIT SHARING PLAN | FRANKLIN TN | 381 | $91.3M | $1.0M |
| 2 | ZIEGLER COOPER, INC. ZIEGLER COOPER, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | HOUSTON TX | 53 | $19.7M | $49K |
| 3 | CONSUMER DIRECT MANAGEMENT SOLUTIONS |
MISSOULA MT |
| 5,654 |
| $10.8M |
| $8K |
