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 Instl2 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LX HAUSYS AMERICA, INC. LX HAUSYS AMERICA, INC. SAVINGS PLAN | ALPHARETTA GA | 513 | $25.5M | $478K |
| 2 | JOERNS, LLC JOERNS HEALTHCARE RETIREMENT PLAN | CHARLOTTE NC | 763 | $19.5M | $332K |
| 3 | JOERNS HEALTHCARE, LLC JOERNS HEALTHCARE LLC RETIREMENT PLAN |
CHARLOTTE NC |
| 140 |
| $17.6M |
| $313K |
| 4 | WEST SIDE MONTESSORI SCHOOL WEST SIDE MONTESSORI SCHOOL 403(B) DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK NY | 86 | $10.8M | $92K |
