Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Mid Cap Index Fund Z in their Schedule of Assets, totaling $5.4M 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 | UGN, INC. UGN, INC. RETIREMENT AND SAVINGS PLAN | DOWNERS GROVE IL | 1,226 | $66.2M | $4.2M |
| 2 | ARBOR REALTY SR, INC. ARBOR REALTY SR, INC. 401(K) RETIREMENT PLAN | UNIONDALE NY | 659 | $93.3M | $910K |
| 3 | WINMARK CORPORATION WINMARK CORPORATION 401(K) SAVINGS PLAN |
MINNEAPOLIS MN |
| 91 |
| $22.8M |
| $228K |
