Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Small Cap Vl I I3 Fd in their Schedule of Assets, totaling $762K 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 | J & H OIL COMPANY J & H OIL COMPANY EMPLOYEES' RETIREMENT PLAN | WYOMING MI | 754 | $12.6M | $356K |
| 2 | EBA ENGINEERING, INC. EBA ENGINEERING, INC. 401(K) PLAN | LAUREL MD | 143 | $12.6M | $337K |
| 3 | QHR HEALTH, LLC DBA OVATION HEALTHCARE OVATION HEALTHCARE RETIREMENT SAVINGS PLAN |
BRENTWOOD TN |
| 1,121 |
| $37.2M |
| $69K |