Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding COLUMBIA SMALL CAP IDX I in their Schedule of Assets, totaling $751K 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 | ISOFTSTONE, INC. ISOFTSTONE 401(K) PROFIT SHARING PLAN & TRUST | BELLEVUE WA | 97 | $13.5M | $563K |
| 2 | POLYMEDCO, INC. POLYMEDCO, INC. 401(K) SAVINGS PLAN | CORTLANDT MANOR NY | 99 | $16.3M | $188K |
