Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia SmCap Value II I3 Fund Mutual Fund in their Schedule of Assets, totaling $40K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IBEX GLOBAL SOLUTIONS, INC. TRG 401(K) PLAN | WASHINGTON DC | 1,972 | $12.7M | $40K |
