Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Columbia Small Cap Index Fund Mutual fund in their Schedule of Assets, totaling $12.9M 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 | THE GORES GROUP, LLC THE GORES GROUP, LLC - 401K PLAN | BEVERLY HILLS CA | 1,388 | $361.3M | $2.4M |
| 2 | INLINE ELECTRIC SUPPLY CO., INC. INLINE ELECTRIC 401(K) PLAN AND TRUST | HUNTSVILLE AL | 480 | $25.3M | $1.4M |
| 3 | AKERS PACKAGING SERVICE, INC. AKERS PACKAGING SERVICE, INC. 401(K) PROFIT SHARING PLAN |
MIDDLETOWN OH |
| 531 |
| $48.3M |
| $1.4M |
| 4 | GAYLE MANUFACTURING CO., INC. GAYLE MANUFACTURING CO., INC. 401(K) PLAN | CALDWELL ID | 91 | $23.4M | $1.2M |
| 5 | ST. ANNS HOME FOR THE AGED ST. ANN'S COMMUNITY 403(B) RETIREMENT PLAN | ROCHESTER NY | 1,049 | $36.0M | $1.1M |
| 6 | PPE CASINO RESORTS MARYLAND LLC LIVE CASINO 401(K) PLAN | HANOVER MD | 4,617 | $80.8M | $930K |
| 7 | EDUCATION SUCCESS NETWORK, INC. EDUCATION SUCCESS NETWORK, INC. 403(B) DC PLAN | ROCHESTER NY | 133 | $13.2M | $883K |
| 8 | JULY BUSINESS SERVICES JULY POOLED EMPLOYER PLAN #2 | WACO TX | 4,752 | $52.9M | $701K |
| 9 | BERRIDGE MANUFACTURING COMPANY BERRIDGE MANUFACTURING 401(K) PLAN | SAN ANTONIO TX | 155 | $9.9M | $464K |
| 10 | MCKINLEY PAPER COMPANY MCKINLEY PAPER COMPANY WASHINGTON MILL 401(K) PLAN | PREWITT NM | 13 | $6.8M | $414K |
