Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Columbia Mid Cap Index Mutual fund in their Schedule of Assets, totaling $16.0M 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 | LECHASE CONSTRUCTION SERVICES, LLC LECHASE COMPANIES 401(K) SALARY SAVINGS TRUST | ROCHESTER NY | 547 | $100.9M | $5.2M |
| 2 | NORTHEASTERN VERMONT REGIONAL HOSPITAL, INC. NVRH 401(K) RETIREMENT PLAN | ST. JOHNSBURY VT | 746 | $84.0M | $4.2M |
| 3 | LLOYD'S REGISTER AMERICAS, INC. |
HOUSTON TX |
| 16 |
| $35.1M |
| $1.6M |
| 4 | COLDSTREAM CAPITAL MANAGEMENT, INC. COLDSTREAM 401(K) PLAN | BELLEVUE WA | 185 | $32.6M | $1.5M |
| 5 | MR. BULT'S, INC. MR. BULT'S INC. 401(K) PLAN | BURNHAM IL | 1,749 | $23.1M | $905K |
| 6 | ENCOREVET GROUP LLC ENCOREVET GROUP 401(K) PLAN | GANSEVOORT NY | 1,912 | $61.5M | $757K |
| 7 | HUMAN TECHNOLOGIES CORPORATION HUMAN TECHNOLOGIES CORPORATION RETIREMENT PLAN | UTICA NY | 328 | $11.8M | $555K |
| 8 | SKH MANAGEMENT CO STAUFFERS OF KISSEL HILL EMPLOYEE SAVINGS AND RETIREMENT PLAN | LITITZ PA | 436 | $26.4M | $518K |
| 9 | CALVIN B. TAYLOR BANKING COMPANY THE TAYLOR BANK 401(K) PLAN | BERLIN MD | 113 | $12.2M | $341K |
| 10 | GRANDVILLE CALVIN CHRISTIAN SCHOOLS GRANDVILLE CALVIN CHRISTIAN SCHOOLS 403(B) PLAN | GRANDVILLE MI | 106 | $3.4M | $145K |
