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 Inst Registered Investment Company in their Schedule of Assets, totaling $11.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALLEN MATKINS LECK GAMBLE MALLORY & NATSIS LLP ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN | LOS ANGELES CA | 429 | $303.2M | $5.7M |
| 2 | WATKINS ASSOCIATED INDUSTRIES, INC. WATKINS ASSOCIATED INDUSTRIES, INC. EMPLOYEES' INCENTIVE SAVINGS PLAN | ATLANTA GA | 2,300 | $135.6M | $5.4M |
| 3 | AERIES ENTERPRISES, LLC |
BELLEVUE WA |
| 315 |
| $17.0M |
| $394K |
