Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Columbia Columbia Small Cap Index Fund in their Schedule of Assets, totaling $7.5M 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 | SWANSON, MARTIN & BELL, LLP SWANSON, MARTIN & BELL, LLP 401(K) PROFIT SHARING PLAN | CHICAGO IL | 190 | $93.4M | $2.4M |
| 2 | NORTH GEORGIA ELECTRIC MEMBERSHIP CORPORATION NORTH GEORGIA ELECTRIC MEMBERSHIP CORPORATION 401(K) PLAN | DALTON GA | 156 | $50.1M | $2.2M |
| 3 | KEMBA CREDIT UNION, INC. |
WEST CHESTER OH |
| 264 |
| $24.6M |
| $1.4M |
| 4 | MCLEAN PACKAGING CORPORATION MCLEAN PACKAGING CORPORATION PROFIT SHARING PLAN | MOORESTOWN NJ | 87 | $8.9M | $469K |
| 5 | PTM CORPORATION PTM CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | IRA MI | 206 | $14.0M | $321K |
| 6 | H & T WATERBURY, INC. H&T WATERBURY, INC. 401(K) PLAN | WATERBURY CT | 429 | $24.3M | $252K |
| 7 | AVOX SYSTEMS, INC. AVOX SYSTEMS RETIREMENT SAVINGS PLAN | LANCASTER NY | 153 | $4.9M | $184K |
| 8 | CALIFORNIA DENTAL ASSOCIATION CALIFORNIA DENTAL ASSOCIATION 401(K) PLAN | SACRAMENTO CA | 253 | $67.3M | $112K |
| 9 | H & T WATERBURY, LLC H&T WATERBURY, LLC 401(K) PLAN | WATERBURY CT | 401 | $25.4M | $103K |
| 10 | SPECIALTY SYSTEMS INC. SPECIALTY SYSTEMS 401(K) PLAN | TOMS RIVER NJ | 230 | $21.4M | $37K |
