Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Small Cap Index Fund Mutual Fund NR in their Schedule of Assets, totaling $1.0M 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 | GRAYSON & ASSOCIATES, P.C. GRAYSON & ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | VESTAVIA HILLS AL | 86 | $24.7M | $629K |
| 2 | GROUP W INC. GROUP W INC. 401(K) PLAN | VIENNA VA | 146 | $51.6M | $401K |
