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 I2 Fd in their Schedule of Assets, totaling $1.8M 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 | MORNING STAR COMPANY MORNING STAR COMPANY 401(K) PROFIT SHARING PLAN | WOODLAND CA | 706 | $90.6M | $971K |
| 2 | UFTRING CHEVROLET, INC. UFTRING AUTOMOTIVE GROUP 401(K) PLAN AND TRUST | WASHINGTON IL | 306 | $25.2M | $805K |