Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Small Cap Index Inst2 Mutual Fund in their Schedule of Assets, totaling $583K 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 | YONKERS CONTRACTING COMPANY, INC. YONKERS CONTRACTING COMPANY, INC. PROFIT SHARING AND INCENTIVE SAVINGS PLAN | YONKERS NY | 155 | $47.2M | $346K |
| 2 | WHOLESALE ELECTRIC SUPPLY COMPANY OF HOUSTON INC WHOLESALE ELECTRIC SUPPLY COMPANY OF HOUSTON, INC. EMPLOYEE SAVINGS PLAN | HOUSTON TX | 520 | $67.1M | $144K |
| 3 | JULY BUSINESS SERVICES |
WACO TX |
| 705 |
| $12.9M |
| $93K |