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 Institutional 2 Fund ** in their Schedule of Assets, totaling $1.6M 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 | WORLD TRAVEL HOLDINGS, INC. WORLD TRAVEL HOLDINGS, INC. 401(K) SAVINGS PLAN | WAKEFIELD MA | 1,186 | $77.4M | $975K |
| 2 | HELSINN THERAPEUTICS (U.S.), INC. HELSINN THERAPEUTICS (U.S.), INC. 401(K) PLAN | ISELIN NJ | 41 | $17.3M | $361K |
| 3 | A-1 FREEMAN MOVING & STORAGE, INC. |
OKLAHOMA CITY OK |
| 206 |
| $17.7M |
| $226K |
