Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Columbia Columbia Small-Cap Growth Fund in their Schedule of Assets, totaling $5.2M 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 | AMBANK COMPANY INC AMBANK COMPANY, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SIOUX CENTER IA | 243 | $36.7M | $2.2M |
| 2 | MINIAT HOLDINGS LLC MINIAT HOLDINGS LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST | SOUTH HOLLAND IL | 187 | $47.5M | $1.2M |
| 3 | LMT ONSRUD LP LMT ONSRUD LP RETIREMENT SAVINGS PLAN |
WAUKEGAN IL |
| 140 |
| $20.4M |
| $804K |
| 4 | MONTGOMERY MCCRACKEN WALKER & RHOADS LLP MONTGOMERY, MCCRACKEN, WALKER & RHOADS, LLP RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 97 | $74.4M | $702K |
| 5 | UNIVERSAL ELECTRONICS, INC. UNIVERSAL ELECTRONICS, INC. 401(K) AND PROFIT SHARING PLAN | SCOTTSDALE AZ | 162 | $68.0M | $142K |
| 6 | BRAIN & SPINE MEDICAL SERVICES, PLLC BRAIN & SPINE MEDICAL SERVICES, PLLC 401(K) PROFIT SHARING PLAN | WILLIAMSVILLE NY | 146 | $7.1M | $93K |
| 7 | APTARA INC. APTARA, INC. 401(K) PLAN | CHANTILLY VA | 151 | $13.2M | $32K |
