Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Columbia Mid Cap Index Z in their Schedule of Assets, totaling $31.2M 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 | LITTLER MENDELSON, P.C. LITTLER MENDELSON 401(K) PLAN AND TRUST | SAN FRANCISCO CA | 2,298 | $1.1B | $22.7M |
| 2 | DUPACO COMMUNITY CREDIT UNION DUPACO COMMUNITY CREDIT UNION SALARY SAVINGS PLAN | DUBUQUE IA | 571 | $78.0M | $3.1M |
| 3 | ASCENTEK SERVICES LLC ASCENTEK SERVICES, LLC 401(K) PLAN |
GOLDEN VALLEY MN |
| 732 |
| $67.8M |
| $2.7M |
| 4 | ST. PAUL'S SCHOOL ST. PAUL'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CONCORD NH | 318 | $103.4M | $2.4M |
| 5 | JEWISH FAMILY AND CHILDRENS SERVICE OF PHILADELPHIA, INC. JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN | BALA CYNWYD PA | 95 | $9.3M | $305K |
| 6 | OKI DATA AMERICAS INC. OKI DATA AMERICAS SAVINGS PLAN | IRVING TX | 5 | $13.8M | $67K |
