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 Instl 2 Mutual Fund - in their Schedule of Assets, totaling $1.2M 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 | YOUNG'S HOLDINGS, INC. YOUNG'S HOLDINGS, INC. 401(K) PLAN | ALISO VIEJO CA | 309 | $39.0M | $643K |
| 2 | WESTERN PACIFIC DISTRIBUTING, LLC WESTERN PACIFIC DISTRIBUTING, LLC 401(K) PROFIT SHARING PLAN | ORANGE CA | 129 | $23.6M | $265K |
| 3 | ANIMAL HUMANE SOCIETY ANIMAL HUMANE SOCIETY 401(K) RETIREMENT SAVINGS PLAN |
WOODBURY MN |
| 250 |
| $10.0M |
| $180K |
| 4 | THE VIEJAS BAND OF KUMEYAAY INDIANS VIEJAS RETIREMENT PROGRAM | ALPINE CA | 1,632 | $58.7M | $108K |
| 5 | STONE DISTRIBUTING COMPANY STONE DISTRIBUTING COMPANY 401(K) PLAN | SAN MARCOS CA | 350 | $11.1M | $16K |
