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 Instl 2 in their Schedule of Assets, totaling $8.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHART INDUSTRIES, INC. CHART INDUSTRIES, INC. 401(K) INVESTMENT AND SAVINGS PLAN | BALL GROUND GA | 3,630 | $428.3M | $7.0M |
| 2 | HBA HEALTH SYSTEMS, LLC HBA HEALTH SYSTEMS, LLC 401(K) RETIREMENT SAVINGS PLAN | FORT LAUDERDALE FL | 946 | $47.9M | $377K |
| 3 | TSFR APPLE VENTURE LLC |
LIVONIA MI |
| 3,511 |
| $12.2M |
| $325K |
| 4 | CAPITAL TIRE, INC. THE CAPITAL TIRE GROUP PROFIT SHARING AND 401(K) PLAN | ROSSFORD OH | 180 | $9.2M | $228K |
| 5 | CHEROKEE BRICK & TILE COMPANY CHEROKEE BRICK & TILE COMPANY EMPLOYEE 401(K) PLAN | MACON GA | 359 | $7.6M | $211K |
