Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Columbia Mid Cap Index Inst2 in their Schedule of Assets, totaling $4.6M 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 | AKRF, INC. AKRF, INC. PROFIT SHARING PLAN AND 401(K) PLAN | NEW YORK NY | 395 | $101.6M | $3.1M |
| 2 | IOWA STATE UNIVERSITY FOUNDATION IOWA STATE UNIVERSITY FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | AMES IA | 204 | $50.4M | $1.5M |
| 3 | SUNROCK INDUSTRIES LLC |
RALEIGH NC |
| 436 |
| $20.9M |
| $46K |