Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Columbia Small Cap Index Fd A Mutual funds in their Schedule of Assets, totaling $12.0M 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 | ST. LOUIS CARDINALS, LLC ST. LOUIS CARDINALS SAVINGS PLAN | SAINT LOUIS MO | 782 | $40.4M | $2.6M |
| 2 | FARNSWORTH GROUP, INC. FARNSWORTH GROUP, INC. 401(K) PLAN | BLOOMINGTON IL | 579 | $104.4M | $2.3M |
| 3 | UPSTAGING, INC. UPSTAGING, INC. 401(K) SAVINGS PLAN |
SYCAMORE IL |
| 513 |
| $37.1M |
| $1.7M |
| 4 | TRANSCAT, INC. TRANSCAT, INC. LONG-TERM SAVINGS AND DEFERRED PS PLAN | ROCHESTER NY | 981 | $60.5M | $1.5M |
| 5 | FORD COMPONENT SALES, LLC FORD COMPONENT SALES, LLC EMPLOYEE SAVINGS PLAN | DEARBORN MI | 116 | $52.0M | $1.0M |
| 6 | SCHAUMBURG TOYOTA, INC. SCHAUMBURG TOYOTA, INC. PROFIT SHARING AND 401(K) PLAN | SCHAUMBURG IL | 273 | $33.7M | $496K |
| 7 | THE CLARKE GROUP, INC. THE CLARKE GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN | ST. CHARLES IL | 157 | $35.4M | $442K |
| 8 | MICHIGAN HEALTHCARE PROFESSIONALS, P.C. MICHIGAN HEALTHCARE PROFESSIONALS, P.C. 401(K) PLAN AND TRUST | FARMINGTON HILLS MI | 1,780 | $68.9M | $406K |
| 9 | BLUEWATER TECHNOLOGIES GROUP, INC. BLUEWATER TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN | WIXOM MI | 178 | $14.9M | $380K |
| 10 | PAT MILLIKEN FORD, INC. PAT MILLIKEN FORD, INC. PLAN | REDFORD MI | 174 | $21.9M | $379K |
