Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding COL SM CAP INDEX I2 Mutual Fund in their Schedule of Assets, totaling $2.7M 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 | SONICWALL, INC. SONICWALL, INC. 401(K) PLAN | MILPITAS CA | 529 | $140.0M | $1.9M |
| 2 | CONFIE HOLDING II CO. CONFIE HOLDING II CO. 401(K) PLAN | HUNTINGTON BEACH CA | 4,476 | $77.1M | $801K |
| 3 | SI EAST LLC SI EAST LLC 401(K) PLAN | CHARLOTTE NC |
| 152 |
| $10.4M |
| $54K |
