Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Columbia Mid-Cap Index Fund Mutual Fund in their Schedule of Assets, totaling $19.0M 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 | LOWE ENTERPRISES, INC. LOWE ENTERPRISES, INC. AND CORALTREE HOSPITALITY GROUP LLC EMPLOYEE 401(K) PLAN | LOS ANGELES CA | 6,288 | $217.8M | $4.9M |
| 2 | THE GORES GROUP, LLC THE GORES GROUP, LLC - 401K PLAN | BEVERLY HILLS CA | 1,388 | $361.3M | $4.2M |
| 3 | PACIFIC BIOSCIENCES OF CALIFORNIA, INC. |
MENLO PARK CA |
| 481 |
| $72.7M |
| $2.8M |
| 4 | AKERS PACKAGING SERVICE, INC. AKERS PACKAGING SERVICE, INC. 401(K) PROFIT SHARING PLAN | MIDDLETOWN OH | 531 | $48.3M | $1.4M |
| 5 | ST. ANNS HOME FOR THE AGED ST. ANN'S COMMUNITY 403(B) RETIREMENT PLAN | ROCHESTER NY | 1,049 | $36.0M | $1.1M |
| 6 | PERSONALIS, INC. PERSONALIS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | FREMONT CA | 225 | $34.5M | $804K |
| 7 | PRICE INDUSTRIES, INC. PRICE INDUSTRIES, INC. 401(K) PLAN | SUWANEE GA | 1,745 | $43.4M | $792K |
| 8 | VERBIT, INC. VERBIT GROUP RETIREMENT SAVINGS PLAN | GREENWOOD VILLAGE CO | 409 | $25.5M | $691K |
| 9 | UWAJIMAYA, INC. UWAJIMAYA, INC. 401(K) RETIREMENT PLAN | SEATTLE WA | 563 | $36.4M | $593K |
| 10 | GAYLE MANUFACTURING CO., INC. GAYLE MANUFACTURING CO., INC. 401(K) PLAN | CALDWELL ID | 91 | $23.4M | $486K |
