Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Threadneedle Investments Columbia Overseas Value Fund Institutional 3 Class in their Schedule of Assets, totaling $6K 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 | LATCHA & ASSOCIATES, L.L.C. LATCHA & ASSOCIATES 401(K) RETIREMENT PLAN | FARMINGTON HILLS MI | 154 | $16.2M | $6K |
