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 3 in their Schedule of Assets, totaling $3.1M 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 | DAWN FOODS, INC. DAWN FOODS RETIREMENT SAVINGS PLAN | JACKSON MI | 1,589 | $224.8M | $2.7M |
| 2 | WATERFORD BANK, N.A. WATERFORD BANK RETIREMENT SAVINGS PLAN | TOLEDO OH | 105 | $21.4M | $394K |
| 3 | LIBERTY EDUCATIONAL MINISTRIES INCORPORATED LIBERTY CHRISTIAN SCHOOL 401(K) PLAN |
ARGYLE TX |
| 271 |
| $11.3M |
| $58K |
| 4 | DAWN FOODS, INC. DAWN FOODS UNION RETIREMENT SAVINGS PLAN | JACKSON MI | 157 | $15.5M | $6K |
