Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Columbia Threadneedle Columbia Overseas Value Fund # in their Schedule of Assets, totaling $1.7M 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 | REFUAH HEALTH CENTER, INC. REFUAH HEALTH CENTER, INC. 403(B) PLAN | SPRING VALLEY NY | 591 | $13.5M | $380K |
| 2 | JAMES D. MORRISSEY, INC. JAMES D. MORRISSEY, INC. ET AL. DEFINED BENEFIT PENSION PLAN | PHILADELPHIA PA | 30 | $24.0M | $246K |
| 3 | THE SCHNEIDER CORPORATION |
INDIANAPOLIS IN |
| 88 |
| $13.8M |
| $236K |
| 4 | HUGHES & SMITH, INC. THE HUGHES 401(K) PROFIT SHARING PLAN | FAIRFAX VA | 119 | $12.9M | $229K |
| 5 | RED GOLD, INC. RED GOLD, INC. 401(K) PROFIT SHARING PLAN | ELWOOD IN | 1,502 | $162.4M | $211K |
| 6 | NEI GENERAL CONTRACTING, INC. NEI GENERAL CONTRACTING, INC. 401(K) PLAN | RANDOLPH MA | 181 | $21.8M | $198K |
| 7 | PSA BEHAVIORAL HEALTH AGENCY DBA RESILIENT HEALTH RESILIENT HEALTH 403(B) PLAN | PHOENIX AZ | 176 | $3.4M | $66K |
| 8 | IDERA, INC. IDERA 401(K) SAVINGS PLAN | AUSTIN TX | 297 | $61.7M | $66K |
| 9 | TWENTY-NINE PALMS ENTERPRISES CORP TWENTY-NINE PALMS BAND OF MISSION INDIANS 401(K) AND PROFIT SHARING PLAN | COACHELLA CA | 1,022 | $13.5M | $39K |
| 10 | SUREWERX USA INC. SUREWERX USA 401(K) PLAN | ELGIN IL | 117 | $14.6M | $37K |
