Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Columbia Columbia Mid Cap Index Fund A - in their Schedule of Assets, totaling $3.4M 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 | SPELMAN COLLEGE SPELMAN COLLEGE DEFINED CONTRIBUTION PLAN | ATLANTA GA | 732 | $102.0M | $1.4M |
| 2 | CARROLL COLLEGE CARROLL COLLEGE 403(B) PLAN | HELENA MT | 268 | $55.3M | $1.4M |
| 3 | SPELMAN COLLEGE SPELMAN COLLEGE TAX DEFERRED ANNUITY PLAN |
ATLANTA GA |
| 732 |
| $20.6M |
| $280K |
| 4 | GASTROENTEROLOGY ASSOCIATES OF THE PIEDMONT, PA GASTROENTEROLOGY ASSOCIATES OF THE PIEDMONT, PA RETIREMENT SAVINGS AND PROFIT SHARING PLAN | WINSTON-SALEM NC | 108 | $32.2M | $268K |
| 5 | ROEPER CITY AND COUNTRY SCHOOL DBA THE ROEPER SCHOOL THE ROEPER SCHOOL SAVINGS AND MATCH PLAN | BLOOMFIELD HILLS MI | 103 | $21.3M | $142K |
