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, LLC Columbia Small Cap Index Fund in their Schedule of Assets, totaling $39K 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 | MAX GRIGSBY COMPANY, INC. MGC, INC. 401(K) PLAN | HOUSTON TX | 129 | $8.8M | $39K |
