Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 120 retirement plans report an interest in this investment, totaling $29.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Columbia Dividend Income Fund, Columbia Dividend Income, Columbia Dividend Income A, Columbia Dividend Income Inst, Columbia Dividend Income Instl, Columbia Dividend Income ADV. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PENSKE MEDIA CORPORATION PENSKE MEDIA CORPORATION 401(K) RETIREMENT PLAN | LOS ANGELES CA | 1,283 | $126.2M | $1.4M |
| 2 | SEA, LTD. SEA, LTD. 401K PLAN | COLUMBUS OH | 326 | $87.8M | $1.4M |
| 3 | ARROW DENTAL, PLLC ARROW DENTAL 401(K) RETIREMENT SAVINGS PLAN | LEXINGTON KY | 402 | $36.0M | $1.3M |
| 4 | ENGLE PRINTING & PUBLISHING CO., INC. ENGLE PRINTING & PUBLISHING CO., INC. 401(K) PLAN | MOUNT JOY PA | 129 | $25.6M | $1.3M |
| 5 | VALLEY CHROME PLATING, INC. VALLEY CHROME PLATING, INC. 401(K) PLAN | CLOVIS CA | 115 | $9.2M | $1.2M |
| 6 | VINCO, INC. VINCO, INC. EMPLOYEES' 401(K) PLAN | FOREST LAKE MN | 231 | $17.7M | $1.0M |
| 7 | SING TAO NEWSPAPERS NEW YORK LTD SING TAO USA GROUP PROFIT SHARING PLAN | NEW YORK NY | 119 | $38.5M | $999K |
| 8 | VOXTUR ANALYTICS US CORP. VOXTUR ANALYTICS US CORP. 401(K) PLAN | TAMPA FL | 90 | $8.2M | $989K |
| 9 | SHARPLINE CONVERTING, INC. SHARPLINE CONVERTING, INC. SALARY DEFERRAL 401(K) PLAN | WICHITA KS | 260 | $27.2M | $933K |
| 10 | HYGIENA LLC RETIREMENT PLAN HYGIENA LLC RETIREMENT PLAN | CAMARILLO CA | 301 | $32.5M | $933K |