Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Threadneedle COL SM CAP VAL I I3 - in their Schedule of Assets, totaling $39K 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 | OAK TREE SOFTWARE, INC. OAK TREE SOFTWARE, INC. 401(K) PLAN | TULSA OK | 311 | $8.6M | $39K |
