Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Small Cap Index Z in their Schedule of Assets, totaling $3.4M 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 | DUPACO COMMUNITY CREDIT UNION DUPACO COMMUNITY CREDIT UNION SALARY SAVINGS PLAN | DUBUQUE IA | 571 | $78.0M | $1.7M |
| 2 | ASCENTEK SERVICES LLC ASCENTEK SERVICES, LLC 401(K) PLAN | GOLDEN VALLEY MN | 732 | $67.8M | $1.7M |
