Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Columbia Global Technology Growth Fund # in their Schedule of Assets, totaling $8.8M 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 | MORSE OPERATIONS INC. MORSE OPERATIONS, INC. 401(K) RETIREMENT SAVINGS PLAN | DELRAY BEACH FL | 2,883 | $98.5M | $3.7M |
| 2 | LIAISON INTERNATIONAL, LLC LIAISON INTERNATIONAL, LLC 401(K) RETIREMENT SAVINGS PLAN | WATERTOWN MA | 381 | $45.2M | $3.1M |
| 3 | JENCAP GROUP JENCAP GROUP 401(K) PLAN |
NEW YORK NY |
| 1,128 |
| $110.9M |
| $1.1M |
| 4 | EJ2 COMMUNICATIONS, INCD/B/A F FLASHPOINT 401(K) RETIREMENT PLAN AND TRUST | WASHINGTON DC | 271 | $26.1M | $751K |
| 5 | MODERN LITHO, INC. MODERN LITHO, INC. RETIREMENT PLAN | JEFFERSON CITY MO | 296 | $29.5M | $169K |
| 6 | BEAST CODE, LLC BEAST CODE 401(K) PLAN & TRUST | FORT WALTON BEACH FL | 221 | $9.1M | $19K |
| 7 | CHARTER FOODS INC. CHARTER FOODS INC. 401(K) PLAN | MORRISTOWN TN | 651 | $9.8M | $9K |
