Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Columbia Mid Cap Index Fund;A in their Schedule of Assets, totaling $3.2M 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 | IRONWORKERS LOCAL 380 RETIREMENT AND SEV FUND IRONWORKERS LOCAL 380 RETIREMENT AND SEVERANCE PLAN | URBANA IL | 1,236 | $35.6M | $1.3M |
| 2 | ALPHA CONSULTING LLC ALPHA CONSULTING LLC 401K PROFIT SHARING PLAN & TRUST | MORRISTOWN NJ | 91 | $10.9M | $354K |
| 3 | THE VISCARDI CENTER, INC. |
ALBERTSON NY |
| 272 |
| $33.2M |
| $353K |
| 4 | PALM BEACH DAY ACADEMY PALM BEACH DAY ACADEMY DC RETIREMENT PLAN | PALM BEACH FL | 216 | $36.2M | $349K |
| 5 | UNIVERSITY PHYSICIANS OF BROOKLYN, INC. UNIVERSITY PHYSICIANS OF BROOKLYN, INC. INCENTIVE SAVINGS TRUST | BROOKLYN NY | 437 | $57.7M | $211K |
| 6 | HENRY VISCARDI SCHOOL HENRY VISCARDI SCHOOL DEFINED CONTRIBUTION PLAN | ALBERTSON NY | 167 | $54.3M | $210K |
| 7 | JUDY CONSTRUCTION COMPANY JUDY CONSTRUCTION COMPANY PROFIT SHARING PLAN | CYNTHIANA KY | 153 | $11.9M | $162K |
| 8 | TM RTA MANAGEMENT, INC. TM RTA HOLDINGS 401(K) PLAN | FRANKLIN TN | 342 | $7.2M | $134K |
| 9 | CHEM GRO OF HOUGHTON, INC. CHEM GRO 401(K) PLAN | HOUGHTON IA | 190 | $14.5M | $77K |
| 10 | ARIZONA CHRISTIAN UNIVERSITY 403B PLAN ARIZONA CHRISTIAN UNIVERSITY 403B PLAN | GLENDALE AZ | 118 | $7.4M | $25K |
