Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Small Cap in their Schedule of Assets, totaling $237K 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 | A.D. TRANSPORT EXPRESS, INC. A.D. TRANSPORT 401(K) PROFIT SHARING PLAN | CANTON MI | 414 | $8.9M | $237K |
| 2 | ALVARADO CONSTRUCTION, INC. CAMPOS DE SUENOS (FIELD OF DREAMS) 401(K) PLAN AND TRUST | GREENWOOD VILLAGE CO | 1,060 | $8.0M | $542 |