Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Mid Cap Index R5 Mutual fund in their Schedule of Assets, totaling $462K 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 | ZILLIANT, INC. ZILLIANT, INC. 401K PLAN | AUSTIN TX | 159 | $24.6M | $392K |
| 2 | WILLIAMS HOMES, INC. WILLIAMS HOMES, INC. 401(K) PLAN | SANTA CLARITA CA | 174 | $10.0M | $69K |
