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 I2 Columbia 0 in their Schedule of Assets, totaling $3.7M 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 | BATH & TENNIS CLUB, INC. BATH & TENNIS CLUB, INC. 401(K) PLAN | PALM BEACH FL | 148 | $12.9M | $1.3M |
| 2 | DIVERGENT TECHNOLOGIES, INC. DIVERGENT TECHNOLOGIES, INC. 401(K) P/S PLAN | TORRANCE CA | 456 | $8.5M | $919K |
| 3 | LLOYD, INC. LLOYD, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
SHENANDOAH IA |
| 107 |
| $11.0M |
| $668K |
| 4 | DINESOL PLASTICS, INC. DINESOL PLASTICS, INC. 401(K) AND PROFIT SHARING PLAN | NILES OH | 244 | $16.3M | $309K |
| 5 | SAMES NORTH AMERICA CORPORATION SAMES NORTH AMERICA CORPORATION 401(K) PLAN | PLYMOUTH MI | 93 | $16.8M | $218K |
| 6 | INTEGRATIVE PHYSICAL MED SERVICES & STAFFING INTEGRATIVE PHYSICAL MED & STAFFING 401K | MAITLAND FL | 301 | $1.4M | $125K |
| 7 | MORRISSEY HOSPITALITY COMPANIES, INC. MORRISSEY HOSPITALITY COMPANIES, INC. 401(K) | ST PAUL MN | 529 | $11.2M | $123K |
| 8 | JEFFERSON VALLEY OPERATIONS, INC. JEFFERSON VALLEY RACQUET & FITNESS CLUB 401K | JEFFERSON VALLEY NY | 151 | $11.8M | $25K |
| 9 | BROWN INDUSTRIES, LLC BROWN INDUSTRIES, LLC 401(K) PLAN | LAWRENCE KS | 88 | $7.4M | $16K |
| 10 | DEL CHEVROLET, INC. DEL AUTOMOTIVE GROUP RETIREMENT PLAN | THORNDALE PA | 97 | $12.1M | $10K |
