Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Mid Cap Index I2 Mutual Fund in their Schedule of Assets, totaling $364K 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 | CURRIE & BROWN, INC. CURRIE & BROWN, INC. 401K PLAN | PRINCETON NJ | 267 | $20.7M | $345K |
| 2 | STARBRIDGE SERVICES, INC. STARBRIDGE SERVICES, INC. 403(B) PLAN | ROCHESTER NY | 600 | $5.2M | $19K |