Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Columbia Small Cap Index-I2 Mutual fund 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 | RAYMOURS FURNITURE COMPANY, INC. RAYMOURS FURNITURE COMPANY, INC. 401(K) AND PROFIT SHARING PLAN | LIVERPOOL NY | 5,288 | $266.5M | $1.3M |
| 2 | CURRIE & BROWN, INC. CURRIE & BROWN, INC. 401K PLAN | PRINCETON NJ | 267 | $20.7M | $223K |
| 3 | CONFEDERATED TRIBES OF THE UMATILLA INDIAN RESERVATION |
PENDLETON OR |
| 2,263 |
| $150.2M |
| $195K |
| 4 | STARBRIDGE SERVICES, INC. STARBRIDGE SERVICES, INC. 403(B) PLAN | ROCHESTER NY | 600 | $5.2M | $63K |
| 5 | METRO PHILLY MANAGEMENT SOLUTIONS, LLC METRO PHILLY MANAGEMENT SOLUTIONS, LLC 401(K) PLAN | DREXEL HILL PA | 725 | $10.6M | $2K |
