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 Inst2 in their Schedule of Assets, totaling $4.9M 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 | LEGAL & GENERAL AMERICA, INC. LEGAL & GENERAL AMERICA, INC. SAVINGS PLAN | FREDERICK MD | 1,194 | $218.8M | $4.8M |
| 2 | VISION MANAGEMENT SERVICES, LLC VISION MANAGEMENT SERVICES, LLC 401(K) PLAN | CHICAGO IL | 4,374 | $31.0M | $97K |