Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Columbia Mid Cap Index I3 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 | ROCHESTER MIDLAND CORPORATION ROCHESTER MIDLAND CORPORATION 401(K) SALARY DEFERRAL AND DEFER | ROCHESTER NY | 281 | $28.4M | $1.7M |
| 2 | BECHT ENGINEERING CO., INC. BECHT ENGINEERING CO., INC. 401(K) PROFIT SHARING PLAN | LIBERTY CORNER NJ | 184 | $29.4M | $804K |
| 3 | GLOBAL SHOP SOLUTIONS, INC. |
THE WOODLANDS TX |
| 302 |
| $44.0M |
| $731K |
| 4 | PENN VETERINARY SUPPLY PENN VETERINARY 401K PLAN | LANCASTER PA | 192 | $10.2M | $511K |
| 5 | BANESCO USA BANESCO USA 401(K) PLAN | MIAMI FL | 292 | $25.9M | $442K |
| 6 | NSG TECHNOLOGY, INC. NSG TECHNOLOGY, INC. 401(K) PLAN | SAN JOSE CA | 260 | $46.9M | $442K |
| 7 | NEW LEADERS, INC. NEW LEADERS 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 60 | $14.9M | $194K |
| 8 | VSOLVIT LLC VSOLVIT LLC 401(K) PROFIT SHARING PLAN | VENTURA CA | 360 | $21.9M | $192K |
| 9 | WINSTON HOSPITALITY, INC. WINSTON HOSPITALITY, INC 401(K) PLAN | RALEIGH NC | 330 | $4.4M | $125K |
| 10 | STCHEALTH, LLC STCHEALTH, LLC 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 139 | $15.5M | $106K |
