Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding Columbia Small Cap Index Fund Mutual fund - in their Schedule of Assets, totaling $15.1M 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 | THE GORES GROUP, LLC THE GORES GROUP, LLC - 401K PLAN | BEVERLY HILLS CA | 1,388 | $361.3M | $2.4M |
| 2 | BOINGO WIRELESS, INC. BOINGO WIRELESS, INC. 401(K) PLAN | LOS ANGELES CA | 354 | $57.2M | $2.2M |
| 3 | INLINE ELECTRIC SUPPLY CO., INC. INLINE ELECTRIC 401(K) PLAN AND TRUST |
HUNTSVILLE AL |
| 480 |
| $25.3M |
| $1.4M |
| 4 | AKERS PACKAGING SERVICE, INC. AKERS PACKAGING SERVICE, INC. 401(K) PROFIT SHARING PLAN | MIDDLETOWN OH | 531 | $48.3M | $1.4M |
| 5 | ST. ANNS HOME FOR THE AGED ST. ANN'S COMMUNITY 403(B) RETIREMENT PLAN | ROCHESTER NY | 1,049 | $36.0M | $1.1M |
| 6 | LOWE ENTERPRISES, INC. LOWE ENTERPRISES, INC. AND CORALTREE HOSPITALITY GROUP LLC EMPLOYEE 401(K) PLAN | LOS ANGELES CA | 6,288 | $217.8M | $1.1M |
| 7 | PPE CASINO RESORTS MARYLAND LLC LIVE CASINO 401(K) PLAN | HANOVER MD | 4,617 | $80.8M | $930K |
| 8 | FAIRWAY CHEVROLET CO. FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN | LAS VEGAS NV | 222 | $25.7M | $814K |
| 9 | JULY BUSINESS SERVICES JULY POOLED EMPLOYER PLAN #2 | WACO TX | 4,752 | $52.9M | $701K |
| 10 | GAYLE MANUFACTURING CO., INC. GAYLE MANUFACTURING CO., INC. 401(K) PLAN | CALDWELL ID | 91 | $23.4M | $685K |
