Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Threadneedle Investments Columbia Overseas Value Fund in their Schedule of Assets, totaling $208K 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 | UTEX INDUSTRIES, INC. UTEX INDUSTRIES, INC. EMPLOYEES' 401(K) PLAN | HOUSTON TX | 394 | $20.7M | $181K |
| 2 | RAISE MARKETPLACE, LLC RAISE MARKETPLACE, LLC 401 (K) PLAN | CHICAGO IL | 32 | $7.8M | $26K |
