Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Columbia Columbia Small Cap Index in their Schedule of Assets, totaling $1.6M 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 | TRULY NOLEN OF AMERICA, INC. TRULY NOLEN OF AMERICA, INC. PROFIT SHARING AND SAVINGS PLAN | TUCSON AZ | 828 | $43.0M | $658K |
| 2 | ADVANCED TURF SOLUTIONS, INC ADVANCED TURF SOLUTIONS 401(K) PLAN | FISHERS IN | 354 | $29.8M | $477K |
| 3 | MCALPIN INDUSTRIES, INC. |
ROCHESTER NY |
| 160 |
| $13.6M |
| $200K |
| 4 | MID-CITY ELECTRIC COMPANY MID-CITY ELECTRIC COMPANY EMPLOYEES PROFIT SHARING PLAN | WESTERVILLE OH | 98 | $10.7M | $176K |
| 5 | SOUTHEASTERN PRINTING COMPANY, INC. SOUTHEASTERN PRINTING COMPANY, INC. 401(K) RETIREMENT PLAN | HIALEAH FL | 130 | $8.9M | $65K |
