Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding COLUMBIA MIDCAP INDX FD INSTL2 MUTUAL FUNDS in their Schedule of Assets, totaling $6.0M 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 | ASSOCIATED WHOLESALE GROCERS, INC. AWG, INC RESTATED 401(K) PLAN | KANSAS CITY KS | 2,764 | $311.1M | $5.6M |
| 2 | MAXON INDUSTRIES, INC. MAXON INDUSTRIES 401(K) PLAN | SANTE FE SPRINGS CA | 136 | $34.8M | $272K |
| 3 | ASSOCIATED WHOLESALE GROCERS, INC. AWG-NEBRASKA COLLECTIVE BARGAINING UNIT 401(K) PLAN |
KANSAS CITY KS |
| 288 |
| $11.5M |
| $66K |
| 4 | DURO-LAST, INC. JRB PERSONNEL, LLC 401(K) RETIREMENT PLAN | SAGINAW MI | 778 | $92.0M | $4K |
