Columbia Threadneedle
Columbia Small Cap Value Discovery Fund Institutional Class
Ticker CSCZX · Mutual fund · Share class: Class Instl
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
21
8 with $250K or more
Dollars held
$10.6M
69,841 of 69,862 plans with fund lines hold none
Median per plan
$240K
Share of their fund dollars
1.6%
Same fund, other share classes
26 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class InstlCSVYX | Low cost | 52 | $20.6M |
| Class Instl (this page)CSCZX | Low cost | 21 | $10.6M |
| Class ACSMIX | Retail / revenue sharing | 26 | $9.4M |
| Class InstlCUURX | Low cost | 12 | $5.1M |
| Columbia Small Cap Value Discovery Fund Class RCSVRX | Not stated | 1 | $24K |
Plans adding and dropping it, 2024 to 2025
Added
0 plans
$0 at year-end 2025
Dropped
3 plans
$1.8M 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 (3 plans)
| Plan | Year-end value |
|---|---|
| DPT Laboratories, Ltd. 401(k) Plan$50M-$250M | $971K |
| Southern Ionics Incorporated 401(k) Profit Sharing Plan$50M-$250M | $499K |
| Bonitz, Inc. 401(k) Retirement Savings Plan$5M-$50M | $363K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Columbia Small Cap Value Discovery Fund Institutional Class
The largest 10 plans in each list.
| Employees' Retirement Plan of American Kennel Club$65.7M plan · American Kennel Club, NY · Not identified | $3.2M |
| Winona Health Employees' Retirement Plan$109M plan · Winona Health Services, MN · Empower | $1.9M |
| The Fort Miller Group Incentive Savings Plan$96.3M plan · The Fort Miller Group, Inc., NY · T. Rowe Price | $1.4M |
| Eqt Exeter Property Group, LLC 401(k) Plan$42.0M plan · Exeter Property Group, LLC, PA · Global Retirement Partners | $1.2M |
| Keymark-Kasson & Keller Inc. 401(k) Plan$20.9M plan · Keymark-Kasson & Keller, Inc., NY · Bank of America (Merrill) | $737K |
| Hanover Foods Corporation 401(k) Savings Plan$40.2M plan · Hanover Foods Corporation, PA · Principal | $556K |
| Certco, Inc. Non-Union Savings Plan$33.6M plan · Certco, Inc., WI · Empower | $352K |
| Lakes Gas Co. 401(k) Profit Sharing Plan & Trust$16.0M plan · Lakes Gas Co., MN · Charles Schwab | $277K |
| Diemolding Corporation Employees' 401(k) Benefit Plan$9.6M plan · Diemolding Corporation, NY · Bank of America (Merrill) | $242K |
| Joseph Management Group 401(k) Retirement Savings Plan and Trust$52.5M plan · Pond Realty Company Dba Joseph Management, OH · Empower | $240K |
Plans whose filed schedule lists Columbia Small Cap Value Discovery Fund Institutional Class.
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How the filings spell it
Show 8 names seen in the filings
- Columbia Small Cap Value
- Columbia Small Cap Value Discovery Instl
- Columbia Small Cap Value Fund I
- Columbia Small Cap Value Fund I Institutional Class
- Columbia Small Cap Value I
- Columbia Small Cap Value I I
- Columbia Small Cap Value I INSTL
- Columbia Threadneedle Small Cap Value