Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Columbia Small Cap Index, A Mutual Fund in their Schedule of Assets, totaling $14.9M 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 | PROMEGA CORPORATION PROMEGA SALARY DEFERRAL PROFIT SHARING PLAN | MADISON WI | 1,521 | $418.4M | $3.5M |
| 2 | MARSHALL FARMS GROUP LTD MARSHALL FARMS GROUP LTD 401(K) PROFIT SHARING PLAN | NORTH ROSE NY | 226 | $74.4M | $3.1M |
| 3 | THE LAMPO GROUP, LLC THE LAMPO GROUP, LLC 401(K) PLAN |
FRANKLIN TN |
| 1,009 |
| $91.9M |
| $1.5M |
| 4 | JOINT BOARD OF TRUSTEES OF THE UA LOCAL 190 DEFINED CONTRIBUTION PLAN UA LOCAL 190 DEFINED CONTRIBUTION PLAN | TROY MI | 1,283 | $69.2M | $1.2M |
| 5 | BBG, INC. BBG 401(K) PLAN | DALLAS TX | 523 | $30.9M | $895K |
| 6 | PETTIT KOHN INGRASSIA LUTZ & DOLIN PC PETTIT KOHN INGRASSIA LUTZ & DOLIN PC 401K PLAN | SAN DIEGO CA | 129 | $15.3M | $555K |
| 7 | AGENCE FRANCE-PRESSE AGENCE FRANCE-PRESSE 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 108 | $28.4M | $504K |
| 8 | TOWN & COUNTRY FEDERAL CREDIT UNION TOWN & COUNTRY FCU EMPLOYEE 401(K) AND PROFIT SHARING PLAN | SOUTH PORTLAND ME | 129 | $14.7M | $401K |
| 9 | ALLIANCE UNIVERSITY ALLIANCE UNIVERSITY 403(B) PLAN | NEW YORK NY | 144 | $33.0M | $379K |
| 10 | HUMPHREYS & PARTNERS ARCHITECTS, L.P. HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN | DALLAS TX | 221 | $23.0M | $334K |
