Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Columbia Small Cap Index Fund-A Mutual Fund in their Schedule of Assets, totaling $20.8M 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 | PRIVIA HEALTH LLC PRIVIA RETIREMENT PLAN | ARLINGTON VA | 4,858 | $462.5M | $8.3M |
| 2 | STONEX GROUP INC. STONEX GROUP INC. 401(K) PLAN | KANSAS CITY MO | 1,824 | $309.2M | $5.6M |
| 3 | DENKA PERFORMANCE ELASTOMER LLC DPE RETIREMENT SAVINGS PLAN |
| 241 |
| $56.4M |
| $2.4M |
| 4 | WHIDBEY TELEPHONE COMPANY WHIDBEY TELEPHONE COMPANY 401(K) PLAN | LANGLEY WA | 89 | $14.4M | $1.8M |
| 5 | PRIVIA MEDICAL GROUP GULF COAST, PLLC PRIVIA MEDICAL GROUP GULF COAST RETIREMENT PLAN | HOUSTON TX | 862 | $67.8M | $1.4M |
| 6 | AECHELON TECHNOLOGY, INC. AECHELON TECHNOLOGY 401(K) PLAN | SOUTH SAN FRANCISCO CA | 180 | $42.7M | $891K |
| 7 | INTERNATIONAL PACKAGING CORPORATION INTERNATIONAL PACKAGING CORPORATION EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | PAWTUCKET RI | 134 | $23.2M | $318K |
| 8 | ADVANCED TECHNOLOGY & RESEARCH CORP. ADVANCED TECHNOLOGY & RESEARCH CORP. 401(K) RETIREMENT PLAN | BELTSVILLE MD | 140 | $27.0M | $204K |
