Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Large Cap Index A Mutual Funds ^ in their Schedule of Assets, totaling $6.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ASPIRE OF WESTERN NEW YORK, INC. ASPIRE EMPLOYEES' RETIREMENT PLAN | GETZVILLE NY | 1,539 | $38.2M | $3.2M |
| 2 | AXIS ANALYTICS, LLC AXIS ANALYTICS, LLC 401(K) SALARY DEFERRAL PLAN | BERKELEY HEIGHTS NJ | 105 | $17.7M | $2.5M |
| 3 | SURGICAL REFERRAL SERVICES, LTD. SURGICAL REFERRAL SERVICES, LTD. 401(K) PROFIT SHARING PLAN |
BANNOCKBURN IL |
| 249 |
| $22.9M |
| $661K |
