Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Columbia Small Cap Index Mutual fund in their Schedule of Assets, totaling $8.3M 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 | BBC STUDIOS AMERICAS, INC. BBC STUDIOS AMERICAS, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 500 | $77.5M | $2.4M |
| 2 | SHAMROCK TRADING CORPORATION SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 2,503 | $122.1M | $2.0M |
| 3 | LECHASE CONSTRUCTION SERVICES, LLC |
ROCHESTER NY |
| 547 |
| $100.9M |
| $1.9M |
| 4 | PRICE INDUSTRIES, INC. PRICE INDUSTRIES, INC. 401(K) PLAN | SUWANEE GA | 1,745 | $43.4M | $524K |
| 5 | RENT THE RUNWAY, INC. RENT THE RUNWAY, INC. | BROOKLYN NY | 1,671 | $34.8M | $434K |
| 6 | MR. BULT'S, INC. MR. BULT'S INC. 401(K) PLAN | BURNHAM IL | 1,749 | $23.1M | $330K |
| 7 | CROSSLINK LIFE SCIENCES, LLC CROSSLINK LIFE SCIENCES, LLC 401(K) PLAN | NORCROSS GA | 475 | $26.7M | $314K |
| 8 | SKH MANAGEMENT CO STAUFFERS OF KISSEL HILL EMPLOYEE SAVINGS AND RETIREMENT PLAN | LITITZ PA | 436 | $26.4M | $151K |
| 9 | THE KINCAID GROUP THE KINCAID GROUP RETIREMENT PLAN | SHAWNEE KS | 167 | $6.1M | $151K |
| 10 | CDS LIFE TRANSITIONS CDS LIFE TRANSITIONS 403(B) PLAN | WEBSTER NY | 820 | $13.8M | $73K |
