Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding COLUMBIA SM CAP IDX A in their Schedule of Assets, totaling $10.2M 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 | SK LIFE SCIENCE, INC. SK LIFE SCIENCE, INC. 401(K) PROFIT SHARING PLAN & TRUST | PARAMUS NJ | 253 | $49.0M | $1.2M |
| 2 | MESSAGEBIRD USA, INC MESSAGEBIRD USA, INC 401(K) PROFIT SHARING PLAN | BETHESDA MD | 53 | $23.4M | $996K |
| 3 | JDS INDUSTRIES, INC. JDS INDUSTRIES, INC. 401(K) PLAN |
SIOUX FALLS SD |
| 290 |
| $12.1M |
| $966K |
| 4 | NEW SABINA INDUSTRIES, INC. NEW SABINA INDUSTRIES, INC. ASSOC SAVINGS & INVESTMENT PLAN | SABINA OH | 368 | $34.5M | $928K |
| 5 | EDLIN GALLAGHER HUIE & BLUM LLP EDLIN GALLAGHER HUIE & BLUM LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 52 | $15.6M | $830K |
| 6 | LIBERTY DENTAL PLAN CORPORATION LIBERTY DENTAL PLAN CORPORATION 401(K) PLAN | TUSTIN CA | 1,049 | $47.9M | $827K |
| 7 | VISUAL LEASE, LLC VISUAL LEASE, LLC 401(K) PLAN | WOODBRIDGE NJ | 7 | $19.6M | $605K |
| 8 | ONESPAN NORTH AMERICA INC. ONESPAN NORTH AMERICA INC.401(K) PLAN | BOSTON MA | 149 | $14.2M | $477K |
| 9 | ONESPAN NORTH AMERICA INC. ONESPAN NORTH AMERICA INC.401(K) PLAN | BOSTON MA | 149 | $14.2M | $477K |
| 10 | OMT-VEYHL USA CORPORATION OMT-VEYHL 401(K) PLAN | HOLLAND MI | 193 | $9.0M | $312K |
