Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Small Cap Index Fund Registered investment company in their Schedule of Assets, totaling $5.5M 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 | PEDIATRIC ASSOCIATES HOLDING COMPANY PEDIATRIC ASSOCIATES EMPLOYEE SAVINGS & RETIREMENT PLAN | PLANTATION FL | 2,919 | $132.4M | $4.0M |
| 2 | BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 2 SHEET METAL WORKERS LOCAL NO. 2 401(K) PLAN | KANSAS CITY MO | 3,023 | $108.2M | $1.5M |
| 3 | THE INTEGRAL GROUP, LLC |
ATLANTA GA |
| 221 |
| $10.6M |
| $27K |
