Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding COLUMBIA SMCPVL I - A in their Schedule of Assets, totaling $4.3M 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 | WARNER PACIFIC INSURANCE SERVICE WARNER PACIFIC INSURANCE SERVICES, INC. RETIREMENT PLAN | WESTLAKE VILLAGE CA | 515 | $49.4M | $4.0M |
| 2 | BANCORP FINANCIAL, INC. BANCORP FINANCIAL, INC. 401(K) PLAN | OAK BROOK IL | 180 | $13.2M | $203K |
| 3 | FX DIRECT DEALER LLC FX DIRECT DEALER, LLC SAVINGS AND INVESTMENT PLAN |
JERSEY CITY NJ |
| 58 |
| $13.4M |
| $128K |
| 4 | E MORTGAGE FUNDING, LLC E MORTGAGE FUNDING, LLC 401(K) PROFIT SHARING PLAN | TROY MI | 226 | $1.9M | $51K |
