Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Columbia Columbia Mid-Cap Index Fund in their Schedule of Assets, totaling $8.1M 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 | SWANSON, MARTIN & BELL, LLP SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN | CHICAGO IL | 190 | $93.4M | $2.5M |
| 2 | MADISON REALTY CORPORATION MADISON MARQUETTE 401(K) PLAN | WASHINGTON DC | 56 | $47.5M | $2.2M |
| 3 | SATILLA EMC THE SATILLA RURAL ELECTRIC MEMBERSHIP CORPORATION 401(K) SAVINGS PLAN |
ALMA GA |
| 152 |
| $30.7M |
| $1.5M |
| 4 | UTICA ENTERPRISES, INC. UTICA ENTERPRISES, INC. 401(K) PLAN | TROY MI | 177 | $32.4M | $575K |
| 5 | MCLEAN PACKAGING CORPORATION MCLEAN PACKAGING CORPORATION PROFIT SHARING PLAN | MOORESTOWN NJ | 87 | $8.9M | $504K |
| 6 | AVOX SYSTEMS, INC. AVOX SYSTEMS RETIREMENT SAVINGS PLAN | LANCASTER NY | 153 | $4.9M | $282K |
| 7 | CAST NYLONS CO., LTD CAST NYLONS LIMITED 401(K) RETIREMENT SAVINGS PLAN | WILLOUGHBY OH | 102 | $7.2M | $244K |
| 8 | HOUR MEDIA, LLC HOUR MEDIA, LLC 401(K) RETIREMENT PLAN | TROY MI | 201 | $7.3M | $174K |
| 9 | BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC. BIRTCHER ANDERSON & DAVIS 401(K) PLAN | SAN JUAN CAPISTRANO CA | 95 | $12.9M | $53K |
| 10 | PTM CORPORATION PTM CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | IRA MI | 206 | $14.0M | $28K |
