Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Small Cap Index I2 Fund " in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MELISSA & DOUG, LLC MELISSA & DOUG, LLC 401(K) PROFIT SHARING PLAN | WESTPORT CT | 306 | $38.4M | $700K |
| 2 | D & L APPLIANCE PARTS COMPANY, INC. D & L APPLIANCE PARTS 401(K) PLAN | CHARLOTTE NC | 192 | $12.0M | $427K |
| 3 | GRAND TRAVERSE RESORT AND SPA, LLC |
ACME MI |
| 475 |
| $8.5M |
| $176K |
| 4 | CONCORDIA LUTHERAN MINISTRIES 403(B) THRIFT PLAN FOR CONCORDIA LUTHERAN MINISTRIES CABOT, PENNSYLVANIA | CABOT PA | 3,321 | $133.6M | $156K |
