Columbia Threadneedle
Columbia Small Cap Value and Inflection Fund Class A
Ticker COVAX · Mutual fund · Share class: Class ARetail / revenue sharing
Matched by tickerAll Ameriprise (Columbia Threadneedle) fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
16
7 with $250K or more
Dollars held
$10.7M
69,846 of 69,862 plans with fund lines hold none
Median per plan
$214K
Share of their fund dollars
1.3%
Other share classes of this fund
16 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class InstlNSVAX | Low cost | 46 | $102M |
| Columbia Small Cap Value and Inflection Fund Institutional 3 ClassCRRYX | Not stated | 66 | $68.3M |
| Columbia Small Cap Value and Inflection Fund Class SNSVBX | Not stated | 23 | $20.1M |
| Class A (this page)COVAX | Retail / revenue sharing | 16 | $10.7M |
| Columbia Small Cap Value and Inflection Fund Institutional 2 ClassCRRRX | Not stated | 5 | $6.9M |
| Columbia Small Cap Value and Inflection Fund Class RCCTRX | Not stated | 1 | $82K |
Plans that added or dropped it from 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
1 plan
$565K at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that dropped it after 2024 (1 plan)
| Plan | Year-end value |
|---|---|
| Tanner Memorial Clinic Employee 401(k)PROFIT Sharing Plan$50M-$250M | $565K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Columbia Small Cap Value and Inflection Fund Class A
The largest 10 plans in each list.
| Reed Companies Profit Sharing Plan and Trust$111M plan · E. E. Reed Co., Ltd, TX · Empower | $4.0M |
| Enerpac Tool Group 401(k) Plan$152M plan · Enerpac Tool Group Corp, WI · Fidelity (FMR) | $2.1M |
| The Profit Sharing and 401(k) Plan$167M plan · Schottenstein Stores Corp., OH · Fidelity (FMR) | $1.7M |
| Welch Bros., Inc. Profit Sharing Plan$55.5M plan · Welch Bros., Inc., IL · Empower | $960K |
| Vitaquest International LLC 401(k) Savings Plan$70.4M plan · Vitaquest International LLC, NJ · Empower | $596K |
| MCNC Retirement Plan$32.4M plan · MCNC, NC · Empower | $527K |
| Springfield 401(k) Plan$38.7M plan · Springfield Hospital, VT · Not identified | $336K |
| National Keystone Products Co., Inc. 401(k) Profit Sharing Plan$47.2M plan · National Keystone Products Co, Inc, NJ · Principal | $214K |
| 401(k) Retirement Savings Plan of Maui Divers of Hawaii, Ltd.$16.7M plan · Maui Divers of Hawaii, Ltd., HI · Empower | $107K |
| Madison Telecommunications 401(k) Profit Sharing Plan & Trust$4.5M plan · Madison Telecommunications, Inc., GA · Empower | $75K |
Plans whose filed schedule lists Columbia Small Cap Value and Inflection Fund Class A.
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How the filings spell it
Show 6 names seen in the filings
- Columbia Small Cap Val II A
- Columbia Small Cap Value Fund II
- Columbia Small Cap Value II
- Columbia Small Cap Value II A
- Columbia Threadneedle Small Cap Value II
- Small Cap Value II - A