Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Columbia SmCp Value Fnd II I3 Registered Investment Company in their Schedule of Assets, totaling $294K 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 | PRX, INC. PRX, INC. 403B PLAN | CAMBRIDGE MA | 58 | $12.0M | $140K |
| 2 | CYMSTAR, LLC CYMSTAR COLLECTIVE BARGAINING EMPLOYEES' | BROKEN ARROW OK | 64 | $16.9M | $103K |
| 3 | TP AEROSPACE AMERICAS TP AEROSPACE AMERICAS 401(K) PLAN | ORLANDO |
| 67 |
| $1.8M |
| $26K |
| 4 | THE CRAIG AND FRANCES LINDNER CENTER OF HOPE LINDNER CENTER OF HOPE 401(K) PLAN | MASON OH | 291 | $9.7M | $11K |
| 5 | CYMSTAR, LLC CYMSTAR RETIREMENT PLAN | BROKEN ARROW OK | 168 | $29.4M | $11K |
| 6 | FLOYDS 99 HOLDINGS, LLC FLOYD'S 99 BARBERSHOP 401(K) PLAN | GREENWOOD VILLAGE CO | 547 | $2.2M | $2K |
