Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Threadneedle Columbia Mid Cap Index A in their Schedule of Assets, totaling $1.8M 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 | RENFRO BRANDS LLC RENFRO RETIREMENT SAVINGS PLAN | MOUNT AIRY NC | 1,076 | $44.2M | $1.5M |
| 2 | JOHN VANCE MOTORS INC. JOHN VANCE AUTO GROUP 401(K) PLAN | GUTHRIE OK | 238 | $7.3M | $228K |
| 3 | FELLOWSHIP HEALTH RESOURCES, INC. FELLOWSHIP HEALTH RESOURCES, INC. 403(B) PLAN |
MEDIA PA |
| 374 |
| $7.5M |
| $65K |
| 4 | YAKIMA VALLEY FARM WORKERS CLINIC YAKIMA VALLEY FARM WORKERS CLINIC PROFIT SHARING PLAN | YAKIMA WA | 1,930 | $46.9M | $23K |