Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Columbia Mid Cap Index I3 Columbia 0 in their Schedule of Assets, totaling $1.8M 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 | THE PHILLIPS COLLECTION THE PHILLIPS COLLECTION TAX DEFERRED PLAN | WASHINGTON DC | 173 | $16.9M | $517K |
| 2 | LINDBLAD EXPEDITIONS, INC. LINDBLAD EXPEDITIONS, INC 401(K) PLAN | SEATTLE WA | 691 | $48.7M | $441K |
| 3 | AMERICAN LEARNING SYSTEMS, INC. AMERICAN LEARNING SYSTEMS SAVINGS PLAN |
PLANTATION FL |
| 851 |
| $42.8M |
| $353K |
| 4 | PNW METAL RECYCLING, INC. PNW METAL RECYCLING, INC PROFIT SHARING PLAN | CLACKAMAS OR | 114 | $7.4M | $285K |
| 5 | AOTCO METAL FINISHING LLC AOTCO METAL FINISHING LLC 401(K) PROFIT SHARING PLAN | BILLERICA MA | 116 | $6.3M | $162K |
| 6 | BELLETETES, INC BELLETETE'S, INC. 401(K) PROFIT SHARING PLAN | JAFFREY NH | 273 | $36.4M | $32K |
| 7 | SWISSTEX CALIFORNIA, INC. SWISSTEX CALIFORNIA, INC. 401K PS PLAN | LOS ANGELES CA | 103 | $7.4M | $22K |
| 8 | FLORIDA COLLEGE, INC. FLORIDA COLLEGE, INC. RETIREMENT PLAN & TRUST | TEMPLE TERRACE FL | 199 | $8.9M | $7K |
