Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Columbia Small Cap Index I2 in their Schedule of Assets, totaling $17.6M 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 | A.G. VAN METRE SERVICES, INC A.G. VAN METRE SERVICES, INC. 401(K) RETIREMENT PLAN | FAIRFAX VA | 592 | $73.8M | $4.4M |
| 2 | CAMIN CARGO CONTROL, INC. CAMIN CARGO CONTROL, INC. 401K PLAN | PASADENA TX | 881 | $36.7M | $2.7M |
| 3 | THE MIL CORPORATION THE MIL CORPORATION 401(K) PLAN |
BOWIE MD |
| 796 |
| $90.8M |
| $2.1M |
| 4 | COLONIAL ELECTRIC SUPPLY CO INC COLONIAL ELECTRIC SUPPLY CO, INC RETIREMENT PLAN AND TRUST | KING OF PRUSSIA PA | 427 | $45.1M | $1.9M |
| 5 | SAFE FLEET ACQUISITION CORP. SAFE FLEET ACQUISITION CORP 401(K) PLAN | BELTON MO | 1,335 | $67.4M | $1.4M |
| 6 | COOPER INVESTORS, INC. COOPER INVESTORS, INC. 401(K) PLAN | WHITESTONE NY | 286 | $61.2M | $596K |
| 7 | ST. JOHNS HEALTH CARE CORP. ST. JOHN'S HEALTH CARE CORP. 401(K) PLAN | ROCHESTER NY | 646 | $20.2M | $595K |
| 8 | NORTON LILLY INTERNATIONAL, INC. NORTON LILLY INTERNATIONAL RETIREMENT PLAN | MOBILE AL | 473 | $37.0M | $472K |
| 9 | NORTON LILLY INTERNATIONAL US NORTON LILLY INTERNATIONAL RETIREMENT PLAN | MOBILE AL | 475 | $43.5M | $441K |
| 10 | RUTHMAN PUMP & ENGINEERING INC RUTHMAN PUMP & ENGINEERING INC 401(K) PROFIT SHARING PLAN AND T | WEST CHESTER OH | 185 | $11.2M | $426K |
