Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Columbia Small Cap Index I2 Columbia 0 in their Schedule of Assets, totaling $3.8M 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 | LAKE/FLATO ARCHITECTS, INC. LAKE/FLATO ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN ANTONIO TX | 143 | $24.8M | $825K |
| 2 | TRINETX, LLC TRINETX 401(K) PLAN | CAMBRIDGE MA | 192 | $12.9M | $566K |
| 3 | LLOYD, INC. LLOYD, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
SHENANDOAH IA |
| 107 |
| $11.0M |
| $455K |
| 4 | DOMAN TUCKER LUMBER COMPANIES DOMAN TUCKER LUMBER COMPANIES 401(K) PLAN | PAGELAND SC | 287 | $14.0M | $373K |
| 5 | ATRIUM CENTERS MANAGEMENT, LLC ATRIUM CENTERS 401(K) PLAN AND TRUST | COLUMBUS OH | 1,482 | $17.7M | $314K |
| 6 | JOINT BOARD OF TRUSTEESS THE UNITED CONSTRUCTION WORKERS RETIREMENT AND 401(K) SAVINGS PLAN | GRANGER IN | 69 | $11.5M | $310K |
| 7 | LUTHERAN RETIREMENT MINISTRIES OF ALAMANCE COUNTY, NORTH CAROLINA LUTHERAN RETIREMENT MINISTRIES EMPLOYEES' RETIREMENT PLAN AND TRUST | BURLINGTON NC | 397 | $10.9M | $214K |
| 8 | DINESOL PLASTICS, INC. DINESOL PLASTICS, INC. 401(K) AND PROFIT SHARING PLAN | NILES OH | 244 | $16.3M | $183K |
| 9 | BROWN GIBBONS LANG & COMPANY LLC BROWN GIBBONS LANG & CO LLC 401K SAVINGS PLAN | CLEVELAND OH | 153 | $25.2M | $149K |
| 10 | SAMES NORTH AMERICA CORPORATION SAMES NORTH AMERICA CORPORATION 401(K) PLAN | PLYMOUTH MI | 93 | $16.8M | $108K |
