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 Mutual Fund in their Schedule of Assets, totaling $1.3M 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 | HARGIS ENGINEERS, INC. HARGIS ENGINEERS 401(K) PLAN | SEATTLE WA | 165 | $43.2M | $720K |
| 2 | VISIONIST, INC VISIONIST, INC. 401(K) PLAN | COLUMBIA MD | 153 | $50.1M | $489K |
| 3 | FOUR STATE INTERNATIONAL TRUCKS, LLC FOUR STATE INTERNATIONAL TRUCKS, LLC 401(K) PLAN |
JOPLIN MO |
| 175 |
| $6.2M |
| $72K |
| 4 | BROADSTEP BEHAVIORAL HEALTH INC BROADSTEP BEHAVIORAL HEALTH INC. 401(K) RETIREMENT PLAN | KINGSTREE SC | 418 | $7.8M | $35K |