Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Columbia Small Cap Value Mutual fund in their Schedule of Assets, totaling $1.6M 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 | THE CARROLL SCHOOL THE CARROLL SCHOOL RETIREMENT PLAN | LINCOLN MA | 225 | $34.9M | $994K |
| 2 | BROCKIE HEALTHCARE BROCKIE HEALTHCARE, INC. EMPLOYEE'S RETIREMENT PLAN | YORK PA | 93 | $26.8M | $180K |
| 3 | CTS TECHNICAL SERVICES, INC. CTS INTERNATIONAL, INC. 401(K) SAVINGS PLAN |
ISSAQUAH WA |
| 53 |
| $20.7M |
| $167K |
| 4 | RONNOCO COFFEE, LLC RONNOCO COFFEE, LLC RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 255 | $17.3M | $99K |
| 5 | HOPELINK HOPELINK 401(K) PLAN | REDMOND WA | 381 | $15.0M | $76K |
| 6 | VORMITTAG ASSOCIATES INC VORMITTAG ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST | RONKONKOMA NY | 185 | $38.0M | $62K |
