Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Minnesota Life Columbia Global Tech Growth in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UTAH VALLEY PEDIATRICS, L.C. UTAH VALLEY PEDIATRICS, L.C. 401(K) PROFIT SHARING PLAN | PROVO UT | 223 | $60.9M | $1.3M |
| 2 | SDI SERVICES LLC SDI SERVICES LLC 401(K) PLAN | SCOTTSDALE AZ | 639 | $44.7M | $667K |
| 3 | NEW AGE INVESTMENTS NEW AGE INVESTMENTS 401(K) PLAN |
MONTCLAIR CA |
| 319 |
| $8.8M |
| $324K |
| 4 | ELIZABETH CHARLES CORPORATION ELIZABETH CHARLES CORPORATION 401(K) PROFIT SHARING PLAN | EDINA MN | 229 | $8.2M | $29K |
