Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Columbia Small Cap Growth in their Schedule of Assets, totaling $4.9M 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 | OPEX CORPORATION OPEX CORPORATION 401K PROFIT SHARING PLAN | MOORESTOWN NJ | 1,418 | $194.2M | $1.3M |
| 2 | TKC HOLDINGS, INC. TKC HOLDINGS, INC. RETIREMENT PLAN | ST. LOUIS MO | 4,897 | $281.9M | $959K |
| 3 | APOGEE ENGINEERING LLC APOGEE ENGINEERING 401 (K) PLAN |
COLORADO SPGS CO |
| 641 |
| $49.3M |
| $597K |
| 4 | OFFIT KURMAN, P.A. OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN | BETHESDA MD | 524 | $86.9M | $554K |
| 5 | CSRS, LLC CSRS, INC. PROFIT SHARING 401(K) PLAN | BATON ROUGE LA | 165 | $16.5M | $468K |
| 6 | RATIONAL COOKING SYSTEMS, INC. RATIONAL COOKING SYSTEMS, INC. 401(K) PLAN | ROLLING MEADOWS IL | 160 | $15.6M | $394K |
| 7 | CHILD TRENDS, INC. CHILD TRENDS 403(B) PLAN | ROCKVILLE MD | 246 | $50.9M | $267K |
| 8 | URBAN LEAGUE OF METROPOLITAN ST. LOUIS THE URBAN LEAGUE OF METROPOLITAN ST. LOUIS, INC. EMPLOYEES PENSION PLAN | ST. LOUIS MO | 41 | $21.5M | $188K |
| 9 | IXONIA BANK IXONIA BANK 401(K) SAVINGS PLAN | IXONIA WI | 587 | $14.8M | $111K |
