Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Columbia Small-Cap Index A in their Schedule of Assets, totaling $11.3M 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 | INDIANA PACKERS CORPORATION INDIANA PACKERS CORPORATION 401(K) RETIREMENT SAVINGS PLAN | DELPHI IN | 2,350 | $104.9M | $2.3M |
| 2 | ONELEGACY ONELEGACY 403(B) RETIREMENT PLAN | AZUSA CA | 467 | $48.2M | $1.5M |
| 3 | IRONWORKERS LOCAL 380 RETIREMENT AND SEV FUND IRONWORKERS LOCAL 380 RETIREMENT AND SEVERANCE PLAN |
URBANA IL |
| 1,236 |
| $35.6M |
| $1.3M |
| 4 | MELITTA NORTH AMERICA, INC. MELITTA 401(K) PLAN | CLEARWATER FL | 252 | $26.4M | $729K |
| 5 | CITY FACILITIES MANAGEMENT (US) LLC CITY FACILITIES MANAGEMENT (US) LLC 401(K) PLAN | JACKSONVILLE FL | 608 | $45.4M | $538K |
| 6 | CPH CONSULTING, LLC CPH CONSULTING, LLC 401(K) PROFIT SHARING PLAN | SANFORD FL | 0 | $40.0M | $461K |
| 7 | EPS CORPORATION EPS CORPORATION 401(K) SAVINGS PLAN | TINTON FALLS NJ | 199 | $20.0M | $445K |
| 8 | FHP MANAGEMENT, INC. F.H. PASCHEN COMPANIES RETIREMENT SAVINGS PLAN | CHICAGO IL | 507 | $50.6M | $429K |
| 9 | CONTROL SOLUTIONS LLC CONTROL SOLUTIONS LLC 401(K) PROFIT SHARING PLAN | AURORA IL | 77 | $13.3M | $368K |
| 10 | CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, PLLC CHARLOTTE GASTROENTEROLOGY & HEPATOLOGY, P.L.L.C PROFIT SHARING PLAN | HUNTERSVILLE NC | 144 | $38.3M | $358K |
