Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Management Investment Advisers Columbia Small Cap Index Fund Institutional 3 Class in their Schedule of Assets, totaling $237K 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 | HAROLD BROTHERS MECHANICAL CONTRACTORS, INC. HAROLD BROTHERS MECHANICAL 401(K) PLAN | WEYMOUTH MA | 283 | $22.7M | $237K |
