Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Columbia Global Technology Growth Fund Mutual fund in their Schedule of Assets, totaling $78.3M 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 | HCL AMERICA INC HCL AMERICA, INC. 401(K) PLAN | SANTA CLARA CA | 20,206 | $1.5B | $50.8M |
| 2 | ALEXANDRIA REAL ESTATE EQUITIES, INC. ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN | PASADENA CA | 537 | $207.5M | $7.0M |
| 3 | J.R. GROUP, INC. J.R. GROUP, INC. 401(K) PLAN |
MT. LAUREL NJ |
| 162 |
| $21.8M |
| $4.5M |
| 4 | ADVENT INTERNATIONAL L.P. ADVENT INTERNATIONAL L.P. EMPLOYEES' PROFIT-SHARING RETIREMENT PLAN | BOSTON MA | 299 | $117.9M | $3.4M |
| 5 | FACEY MEDICAL GROUP, A MEDICAL CORPORATION FACEY MEDICAL GROUP, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN | MISSION HILLS CA | 239 | $253.8M | $2.6M |
| 6 | EIS GROUP INC. EIS GROUP 401(K) PLAN | SAN FRANCISCO CA | 141 | $22.6M | $2.3M |
| 7 | MOSES LAKE COMMUNITY HEALTH CENTER MOSES LAKE COMMUNITY HEALTH CENTER 401(K) PLAN | MOSES LAKE WA | 337 | $27.0M | $2.0M |
| 8 | MANGAN, INC. MANGAN, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LONG BEACH CA | 375 | $85.8M | $1.9M |
| 9 | SUNRISE BRANDS, LLC SUNRISE BRANDS, LLC AND ITS SUBSIDIARIES AND ITS AFFILIATE | LOS ANGELES CA | 229 | $25.8M | $1.5M |
| 10 | WELLSKY CORPORATION WELLSKY CORPORATION 401(K) PLAN | OVERLAND PARK KS | 2,207 | $191.8M | $1.1M |
