Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Small Cap Index Instl 2 Mutual funds in their Schedule of Assets, totaling $2.9M 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 | RIEMER & BRAUNSTEIN LLP RIEMER & BRAUNSTEIN LLP 401K AND PROFIT SHARING PLAN | BOSTON MA | 146 | $87.6M | $1.3M |
| 2 | KAPUR & ASSOCIATES, INC. KAPUR & ASSOCIATES, INC. 401K SAVINGS PLAN | MILWAUKEE WI | 394 | $45.0M | $1.3M |
| 3 | SIDESHOW INC. SIDESHOW INC. 401(K) PROFIT SHARING PLAN |
THOUSAND OAKS CA |
| 156 |
| $15.9M |
| $346K |
| 4 | BRADFORD PREPARATORY SCHOOL, INC. BRADFORD PREPARATORY SCHOOL, INC. 401(K) PLAN | CHARLOTTE NC | 193 | $4.8M | $44K |
