Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia SM Cap Index Z in their Schedule of Assets, totaling $1.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ST. PAUL'S SCHOOL ST. PAUL'S SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | CONCORD NH | 318 | $103.4M | $1.3M |
| 2 | JEWISH FAMILY AND CHILDRENS SERVICE OF PHILADELPHIA, INC. JEWISH FAMILY AND CHILDREN'S SERVICE TAX DEFERRED PENSION PLAN | BALA CYNWYD PA | 95 | $9.3M | $168K |
