Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Columbia Seligman Global Technology Fund Mutual Fund in their Schedule of Assets, totaling $9.2M 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 | SCALED COMPOSITES, LLC SCALED COMPOSITES, LLC INCENTIVE SAVINGS PLAN | MOJAVE CA | 283 | $48.9M | $3.5M |
| 2 | QUINN EMANUEL URQUHART & SULLIVAN, LLP QUINN EMANUEL URQUHART & SULLIVAN, LLP ASSOCIATES 401(K) PLAN | LOS ANGELES CA | 833 | $169.6M | $2.9M |
| 3 | PATRIOT GROWTH INSURANCE SERVICES, LLC |
FORT WASHINGTON PA |
| 1,917 |
| $147.4M |
| $2.3M |
| 4 | CRYSTAL SPRINGS, INC. CRYSTAL SPRINGS, INC. 403(B) RETIREMENT PLAN | ASSONET MA | 354 | $3.5M | $277K |
| 5 | NEUROLOGICAL SURGERY, P.C. NEUROLOGICAL SURGERY, P.C. RETIREMENT TRUST | ROCKVILLE CENTRE NY | 74 | $27.1M | $170K |