Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Threadneedle Columbia Small Cap Value Fund in their Schedule of Assets, totaling $152K 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 | ESMARK, INC. ESMARK, INC. 401(K) PLAN | SEWICKLEY PA | 159 | $8.3M | $96K |
| 2 | ACCORD CARTON LLC ACCORD CARTON 401(K) PLAN | ALSIP IL | 177 | $13.1M | $56K |