Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Small-Cap Growth Mutual Fund in their Schedule of Assets, totaling $353K 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 | SAINT FRANCIS HOUSE, INC. SAINT FRANCIS HOUSE, INC. 403(B) SAVINGS PLAN | BOSTON MA | 126 | $4.1M | $174K |
| 2 | U.M. FDSP ASSOCIATES, P.A. U.M. FDSP ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN | BALTIMORE MD | 201 | $9.8M | $91K |
| 3 | SFMC, LP DBA SERVICE FIRST MORTGAGE COMPANY |
PLANO TX |
| 303 |
| $21.7M |
| $88K |
