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 Inst Registered Investment Company in their Schedule of Assets, totaling $7.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | WATKINS ASSOCIATED INDUSTRIES, INC. WATKINS ASSOCIATED INDUSTRIES, INC. EMPLOYEES' INCENTIVE SAVINGS PLAN | ATLANTA GA | 2,300 | $135.6M | $4.0M |
| 2 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 401(K) PLAN | NEW YORK NY | 333 | $219.1M | $3.3M |
