Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Columbia Midcap Index Fd Cl A Mutual funds in their Schedule of Assets, totaling $11.7M 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 | TRANSCAT, INC. TRANSCAT, INC. LONG-TERM SAVINGS AND DEFERRED PS PLAN | ROCHESTER NY | 981 | $60.5M | $3.6M |
| 2 | DRIVETRAIN GROUP HOLDING CORP DRIVETRAIN GROUP HOLDING CORPORATION EMPLOYEE SAVINGS PLAN | CRAWFORDSVILLE IN | 365 | $21.9M | $1.4M |
| 3 | THE CLARKE GROUP, INC. |
ST. CHARLES IL |
| 157 |
| $35.4M |
| $1.3M |
| 4 | FORD COMPONENT SALES, LLC FORD COMPONENT SALES, LLC EMPLOYEE SAVINGS PLAN | DEARBORN MI | 116 | $52.0M | $1.2M |
| 5 | CLUNE CONSTRUCTION COMPANY, L.P. CLUNE CONSTRUCTION COMPANY 401(K) RETIREMENT PLAN | CHICAGO IL | 782 | $73.0M | $828K |
| 6 | BLUEWATER TECHNOLOGIES GROUP, INC. BLUEWATER TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN | WIXOM MI | 178 | $14.9M | $600K |
| 7 | PAT MILLIKEN FORD, INC. PAT MILLIKEN FORD, INC. PLAN | REDFORD MI | 174 | $21.9M | $599K |
| 8 | UPSTAGING, INC. UPSTAGING, INC. 401(K) SAVINGS PLAN | SYCAMORE IL | 513 | $37.1M | $506K |
| 9 | THE INSTITUTE OF INTERNATIONAL FINANCE, INC. I I F RETIREMENT PLAN | WASHINGTON DC | 62 | $40.0M | $323K |
| 10 | CORNERSTONE MEDICAL HOLDINGS PLC CORNERSTONE MEDICAL GROUP 401(K) SAVINGS PLAN | CLINTON TOWNSHIP MI | 338 | $42.5M | $298K |
