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 Index Instl2 in their Schedule of Assets, totaling $390K 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 | MCCABE, HAMILTON & RENNY COMPANY, LIMITED MCCABE, HAMILTON & RENNY COMPANY, LIMITED 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 383 | $29.3M | $249K |
| 2 | CARITHERS-WALLACE-COURTENAY, LLC CARITHERS WALLACE COURTENAY 401(K) RETIREMENT PLAN | ATLANTA GA | 103 | $12.8M | $84K |
| 3 | PGM OF TEXAS, LLC |
SAN MARCOS TX |
| 182 |
| $7.0M |
| $30K |
| 4 | URBANE CAFE OPERATIONS, LLC URBANE CAFE OPERATIONS, LLC 401(K) PLAN | VENTURA CA | 451 | $3.3M | $26K |