Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Columbia Small Cap Growth Fund Mutual fund in their Schedule of Assets, totaling $2.5M 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 | GEOVERA HOLDINGS, INC. GEOVERA HOLDINGS, INC. 401(K) PLAN | FAIRFIELD CA | 24 | $44.7M | $1.1M |
| 2 | A10 NETWORKS, INC. A10 NETWORKS 401(K) PLAN | SAN JOSE CA | 295 | $55.5M | $537K |
| 3 | STOCKX LLC STOCKX LLC 401(K) PLAN | DETROIT MI |
| 655 |
| $49.7M |
| $427K |
| 4 | LLOYD & MCDANIEL PLLC LLOYD & MCDANIEL 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 220 | $9.2M | $337K |
| 5 | CLASSIC WIRE CUT COMPANY INC CLASSIC WIRE CUT COMPANY, INC. 401(K) PLAN | VALENCIA CA | 126 | $17.9M | $136K |
