Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Seligman Communications and Information Fund Mutual Fund in their Schedule of Assets, totaling $1.2M 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 | SUGARCRM INC. SUGARCRM INC. RETIREMENT TRUST | SAN FRANCISCO CA | 223 | $32.4M | $688K |
| 2 | PERSONALIS, INC. PERSONALIS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | FREMONT CA | 225 | $34.5M | $464K |
