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 Class A in their Schedule of Assets, totaling $5.2M 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 | BANK OF CHINA BANK OF CHINA 401(K) PLAN | NEW YORK NY | 804 | $169.7M | $2.5M |
| 2 | THE PAMPERED CHEF, LTD. THE PAMPERED CHEF 401(K) PLAN | ADDISON IL | 272 | $60.0M | $899K |
| 3 | JOSLIN DIABETES CENTER, INC. THE JOSLIN DIABETES CENTER, INC. DEFINED CONTRIBUTION RETIREMENT PLAN |
BOSTON MA |
| 382 |
| $193.1M |
| $798K |
| 4 | THE KEY PROGRAM, INC. THE KEY PROGRAM, INC. PROFIT SHARING PLAN | WESTBOROUGH MA | 168 | $19.1M | $369K |
| 5 | MILLENNIUM SYSTEMS INTERNATIONAL LLC MILLENNIUM SYSTEMS INTERNATIONAL, LLC 401(K) PLAN | PARSIPPANY NJ | 184 | $8.1M | $237K |
| 6 | BRIGHTON HEALTH PLAN SOLUTIONS, LLC BRIGHTON HEALTH PLAN SOLUTIONS, LLC 401(K) RETIREMENT PLAN | WESTBURY NY | 520 | $51.9M | $230K |
| 7 | ENCORE HOLDINGS, LLC ENCORE HOLDINGS, LLC 401(K) PLAN | PAWTUCKET RI | 1,141 | $35.8M | $189K |
| 8 | SEEDCO SEEDCO RETIREMENT PLAN | BRONX NY | 103 | $3.4M | $52K |
