Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Columbia Threadneedle Columbia Overseas Value Fund # in their Schedule of Assets, totaling $1.4M 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 | JAMES D. MORRISSEY, INC. JAMES D. MORRISSEY, INC. ET AL. DEFINED BENEFIT PENSION PLAN | PHILADELPHIA PA | 30 | $24.0M | $246K |
| 2 | THE SCHNEIDER CORPORATION THE SCHNEIDER CORPORATION 401(K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 88 | $13.8M | $236K |
| 3 | HUGHES & SMITH, INC. |
FAIRFAX VA |
| 119 |
| $12.9M |
| $229K |
| 4 | RED GOLD, INC. RED GOLD, INC. 401(K) PROFIT SHARING PLAN | ELWOOD IN | 1,502 | $162.4M | $211K |
| 5 | NEI GENERAL CONTRACTING, INC. NEI GENERAL CONTRACTING, INC. 401(K) PLAN | RANDOLPH MA | 181 | $21.8M | $198K |
| 6 | PSA BEHAVIORAL HEALTH AGENCY DBA RESILIENT HEALTH RESILIENT HEALTH 403(B) PLAN | PHOENIX AZ | 176 | $3.4M | $66K |
| 7 | IDERA, INC. IDERA 401(K) SAVINGS PLAN | AUSTIN TX | 297 | $61.7M | $66K |
| 8 | 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 |
| 9 | SUREWERX USA INC. SUREWERX USA 401(K) PLAN | ELGIN IL | 117 | $14.6M | $37K |
| 10 | VELLUTINI CORPORATION ROYAL ELECTRIC COMPANY 401(K) PLAN | SACRAMENTO CA | 386 | $38.1M | $34K |
