Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Small Cap Index Class A Registered investment company in their Schedule of Assets, totaling $2.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHINESE HOSPITAL CHINESE HOSPITAL 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 817 | $43.0M | $2.2M |
| 2 | VENTURA COASTAL, LLC VENTURA COASTAL, LLC RETIREMENT SAVINGS PLAN FOR HOURLY EE | VENTURA CA | 98 | $2.1M | $36K |
