Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding COLUMBIA COLUMBIA SMCAP INDX A MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $2.2M 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 | VETTER SENIOR LIVING VETTER SENIOR LIVING EMPLOYEES 401K PLAN | ELKHORN NE | 3,914 | $86.1M | $827K |
| 2 | COLEMAN PROFESSIONAL SERVICES INC. COLEMAN PROFESSIONAL SERVICES EMPLOYEES 403B PLAN | KENT OH | 909 | $18.8M | $771K |
| 3 | NORTH SHORE SUPPLY COMPANY INC. |
HOUSTON TX |
| 407 |
| $17.1M |
| $158K |
| 4 | C. HAGER & SONS HINGE MANUFACTURING COMPANY HAGER HINGE COMPANY SAVINGS RETIREMENT PLAN | ST. LOUIS MO | 324 | $40.0M | $134K |
| 5 | HARMONY HOME HEALTH SERVICES LLC HARMONY HOME HEALTH SERVICES 401K PLAN | MURRAY UT | 260 | $4.5M | $80K |
| 6 | PK U.S.A. INC. PK U.S.A. 401K PLAN | SHELBYVILLE IN | 577 | $20.7M | $79K |
| 7 | REFINERY SPECIALTIES INC. REFINERY SPECIALTIES INC. 401K PROFIT SHARING PLAN AND TRUST | HEMPSTEAD TX | 271 | $13.4M | $37K |
| 8 | BIBLE FELLOWSHIP CHURCH HOMES INC. FELLOWSHIP COMMUNITY 403B PLAN | WHITEHALL PA | 344 | $6.0M | $31K |
| 9 | D/T CARSON ENTERPRISES INC. THE D/T CARSON ENTERPRISES INC. EMPLOYEES 401K RETIREMENT SAVINGS PLAN | MURRIETA CA | 715 | $8.6M | $22K |
| 10 | ST BENEDICT HEALTH CENTER ST. BENEDICT HEALTH CENTER EMPLOYEES PENSION PLAN | PARKSTON SD | 105 | $9.0M | $7K |
