Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Columbia Small Cap Index Fd A Mutual funds in their Schedule of Assets, totaling $6.9M 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 | UPSTAGING, INC. UPSTAGING, INC. 401(K) SAVINGS PLAN | SYCAMORE IL | 513 | $37.1M | $1.7M |
| 2 | TRANSCAT, INC. TRANSCAT, INC. LONG-TERM SAVINGS AND DEFERRED PS PLAN | ROCHESTER NY | 981 | $60.5M | $1.5M |
| 3 | FORD COMPONENT SALES, LLC FORD COMPONENT SALES, LLC EMPLOYEE SAVINGS PLAN |
DEARBORN MI |
| 116 |
| $52.0M |
| $1.0M |
| 4 | SCHAUMBURG TOYOTA, INC. SCHAUMBURG TOYOTA, INC. PROFIT SHARING AND 401(K) PLAN | SCHAUMBURG IL | 273 | $33.7M | $496K |
| 5 | CLUNE CONSTRUCTION COMPANY, L.P. CLUNE CONSTRUCTION COMPANY 401(K) RETIREMENT PLAN | CHICAGO IL | 782 | $73.0M | $455K |
| 6 | THE CLARKE GROUP, INC. THE CLARKE GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN | ST. CHARLES IL | 157 | $35.4M | $442K |
| 7 | BLUEWATER TECHNOLOGIES GROUP, INC. BLUEWATER TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN | WIXOM MI | 178 | $14.9M | $380K |
| 8 | PAT MILLIKEN FORD, INC. PAT MILLIKEN FORD, INC. PLAN | REDFORD MI | 174 | $21.9M | $379K |
| 9 | LONG MOTOR CORPORATION LONG MOTOR CORPORATION 401(K) RETIREMENT SAVING PLAN | LENEXA KS | 263 | $9.2M | $254K |
| 10 | ROWELL CHEMICAL CORPORATION HYER GROUP 401(K) PLAN | TAMPA FL | 81 | $18.9M | $144K |
