Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Columbia Mid Cap Index in their Schedule of Assets, totaling $1.4M 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 | GUTTMACHER INSTITUTE GUTTMACHER INSTITUTE RETIREMENT PLAN | NEW YORK NY | 140 | $49.5M | $680K |
| 2 | MID ATLANTIC CAPITAL GROUP MID ATLANTIC CAPITAL GROUP RETIREMENT SAVINGS PLAN | PITTSBURGH PA | 827 | $70.8M | $394K |
| 3 | MCALPIN INDUSTRIES, INC. MCALPIN INDUSTRIES, INC. EMPLOYEES' SAVINGS AND PROFIT SHARING PLAN |
ROCHESTER NY |
| 160 |
| $13.6M |
| $188K |
| 4 | MID-CITY ELECTRIC COMPANY MID-CITY ELECTRIC COMPANY EMPLOYEES PROFIT SHARING PLAN | WESTERVILLE OH | 98 | $10.7M | $138K |