Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Columbia Midcap Index Fd Cl A Mutual funds in their Schedule of Assets, totaling $23.0M 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 | FARNSWORTH GROUP, INC. FARNSWORTH GROUP, INC. 401(K) PLAN | BLOOMINGTON IL | 579 | $104.4M | $5.3M |
| 2 | TRANSCAT, INC. TRANSCAT, INC. LONG-TERM SAVINGS AND DEFERRED PS PLAN | ROCHESTER NY | 981 | $60.5M | $3.6M |
| 3 | ST. LOUIS CARDINALS, LLC ST. LOUIS CARDINALS SAVINGS PLAN |
SAINT LOUIS MO |
| 782 |
| $40.4M |
| $3.1M |
| 4 | DRIVETRAIN GROUP HOLDING CORP DRIVETRAIN GROUP HOLDING CORPORATION EMPLOYEE SAVINGS PLAN | CRAWFORDSVILLE IN | 365 | $21.9M | $1.4M |
| 5 | THE CLARKE GROUP, INC. THE CLARKE GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN | ST. CHARLES IL | 157 | $35.4M | $1.3M |
| 6 | H.N.S. MANAGEMENT COMPANY, INC. H.N.S. MANAGEMENT COMPANY, INC. 401(K) SAVINGS PLAN | HARTFORD CT | 1,280 | $48.6M | $1.2M |
| 7 | FORD COMPONENT SALES, LLC FORD COMPONENT SALES, LLC EMPLOYEE SAVINGS PLAN | DEARBORN MI | 116 | $52.0M | $1.2M |
| 8 | PER MAR SECURITY & RESEARCH CORPORATION PER MAR SECURITY AND RESEARCH CORP. 401(K) PLAN | DAVENPORT IA | 2,631 | $36.8M | $635K |
| 9 | BLUEWATER TECHNOLOGIES GROUP, INC. BLUEWATER TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN | WIXOM MI | 178 | $14.9M | $600K |
| 10 | PAT MILLIKEN FORD, INC. PAT MILLIKEN FORD, INC. PLAN | REDFORD MI | 174 | $21.9M | $599K |
