Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Columbia Small-Cap Index Fund in their Schedule of Assets, totaling $57.3M 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 | LIVE NATION ENTERTAINMENT, INC. LIVE NATION ENTERTAINMENT, INC. 401(K) SAVINGS PLAN | BEVERLY HILLS CA | 10,560 | $1.0B | $29.2M |
| 2 | CARMODY TORRANCE SANDAK & HENNESSEY LLP CARMODY TORRANCE SANDAK & HENNESSEY LLP EMPLOYEES' PROFIT SHARING PLAN | WATERBURY CT | 137 | $108.5M | $5.8M |
| 3 | MONSTER WORLDWIDE, LLC. MONSTER WORLDWIDE INC. 401(K) SAVINGS PLAN | WESTON MA | 384 | $223.3M | $4.4M |
| 4 | KINTETSU WORLD EXPRESS (U.S.A.), INC. KINTETSU WORLD EXPRESS (U.S.A.), INC. EMPLOYEES 401(K) PLAN | JERICHO NY | 941 | $166.0M | $3.5M |
| 5 | RHODE ISLAND SCHOOL OF DESIGN RHODE ISLAND SCHOOL OF DESIGN RETIREMENT PLAN | PROVIDENCE RI | 1,446 | $277.4M | $1.8M |
| 6 | BIRLA CARBON USA BIRLA CARBON USA EMPLOYEES SAVINGS PLAN | MARIETTA GA | 361 | $55.5M | $1.5M |
| 7 | WHIP MIX CORPORATION WHIP MIX CORPORATION PROFIT SHARING PLAN | LOUISVILLE KY | 98 | $18.2M | $1.5M |
| 8 | ALMAC GROUP, INC. ALMAC 401(K) RETIREMENT PLAN | SOUDERTON PA | 2,128 | $230.6M | $1.4M |
| 9 | CEDAR VALLEY MEDICAL SPECIALISTS, P.C. CEDAR VALLEY MEDICAL SPECIALISTS, P.C. PROFIT SHARING & EMPLOYEE SAVINGS PLAN | WATERLOO IA | 499 | $112.7M | $1.0M |
| 10 | TOWER HILL INSURANCE GROUP, LLC TOWER HILL INSURANCE GROUP, LLC 401(K) PLAN | GAINESVILLE FL | 626 | $73.9M | $889K |
