Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Columbia Mid Cap Index A Mutual fund ~ in their Schedule of Assets, totaling $14.3M 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 | MARSHALL FARMS GROUP LTD MARSHALL FARMS GROUP LTD 401(K) PROFIT SHARING PLAN | NORTH ROSE NY | 226 | $74.4M | $5.7M |
| 2 | JOINT BOARD OF TRUSTEES OF THE UA LOCAL 190 DEFINED CONTRIBUTION PLAN UA LOCAL 190 DEFINED CONTRIBUTION PLAN | TROY MI | 1,283 | $69.2M | $3.5M |
| 3 | EAGLE SYSTEMS, INC. |
CALIFORNIA MD |
| 256 |
| $44.4M |
| $1.1M |
| 4 | ALABAMA ONE CREDIT UNION ALABAMA ONE CREDIT UNION 401(K) PLAN | TUSCALOOSA AL | 284 | $16.8M | $787K |
| 5 | PRECISE TOOL & MANUFACTURING, INC. PRECISE TOOL & MANUFACTURING, INC. PROFIT SHARING & 401(K) PLAN | ROCHESTER NY | 242 | $22.5M | $757K |
| 6 | ADKNOWLEDGE, INC. DBA V2 VENTURES V2 VENTURES PROFIT SHARING 401(K) PLAN | KANSAS CITY MO | 128 | $10.4M | $501K |
| 7 | NOVA VENTURES GROUP CORP. NOVA 401(K) PLAN | WAKEFIELD MA | 131 | $21.2M | $451K |
| 8 | HUMPHREYS & PARTNERS ARCHITECTS, L.P. HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN | DALLAS TX | 221 | $23.0M | $311K |
| 9 | PETTIT KOHN INGRASSIA LUTZ & DOLIN PC PETTIT KOHN INGRASSIA LUTZ & DOLIN PC 401K PLAN | SAN DIEGO CA | 129 | $15.3M | $287K |
| 10 | HUMPHREYS & PARTNERS ARCHITECTS, L.P. HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN | PLANO TX | 154 | $23.1M | $204K |
