Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Columbia Small Cap Growth I in their Schedule of Assets, totaling $6.6M 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 | TRINITY HEALTH TRINIPLUS RETIREMENT PLAN | MINOT ND | 2,366 | $407.3M | $5.4M |
| 2 | GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. 403(B) PLAN | MILWAUKEE WI | 6,652 | $29.9M | $620K |
| 3 | GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. |
MILWAUKEE WI |
| 1,996 |
| $55.4M |
| $349K |
| 4 | CERTIFIED RESTORATION DRYCLEANING NETWORK, LLC CRDN 401(K) PLAN | BERKLEY MI | 207 | $5.7M | $142K |