Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding COLUMBIA SMALL CAP INDX INSTL2 MUTUAL FUNDS in their Schedule of Assets, totaling $4.1M 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 | SISECAM CHEMICALS RESOURCES LLC SISECAM US 401K RETIREMENT PLAN | ATLANTA GA | 542 | $114.6M | $3.7M |
| 2 | THE INSTITUTE OF INTERNATIONAL FINANCE, INC. I I F RETIREMENT PLAN | WASHINGTON DC | 62 | $40.0M | $238K |
| 3 | HELIX OPERATING COMPANY LLC HELIX OPERATING COMPANY LLC EMPLOYEES' PROFIT SHARING PLAN AND TRUST |
BEACHWOOD OH |
| 67 |
| $6.6M |
| $118K |