Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Columbia SmCap Value II I3 in their Schedule of Assets, totaling $3.5M 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 | ATLANTIC AMERICAN CORPORATION ATLANTIC AMERICAN CORPORATION 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 158 | $29.2M | $1.3M |
| 2 | ARCATA ASSOCIATES, INC. ARCATA ASSOCIATES, INC. 401(K) PLAN | LAS VEGAS NV | 342 | $63.0M | $966K |
| 3 | ARANDELL CORPORATION ARANDELL CORPORATION 401(K) SAVINGS PLAN | MENOMONEE FALLS WI | 779 | $48.4M | $572K |
| 4 | COMMUNITY HEALTH CENTERS, INC. COMMUNITY HEALTH CENTERS, INC. 403(B) RETIREMENT PLAN | WINTER GARDEN FL | 634 | $30.6M | $478K |
| 5 | PRIMARY HEALTH NETWORK PRIMARY HEALTH NETWORK RETIREMENT SAVINGS PLAN | SHARON PA | 668 | $36.4M | $111K |
| 6 | LIVANTA LLC LEADER 401(K) PLAN | ANNAPOLIS JCT MD | 412 | $2.6M | $47K |
