Form 5500 Search

Columbia Trust Dividend Income Fund

Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 50 retirement plans report an interest in this investment, totaling $949.9M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
50
Reported interest (EOY)
$949.9M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 5 name variants: Columbia Trust Dividend Income Fund, Columbia Trust Dividend Income Inst, Columbia Trust Dividend Income, Columbia Trust Dividend Income I, Columbia Trust Dividend Income FD. Counts combine all variants of the same investment.

Plans holding Columbia Trust Dividend Income Fundranked by reported interest

Unlock full list (Pro)
#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1LENNAR CORPORATION
LENNAR CORPORATION 401(K) PLAN
MIAMI
FL
13,135$1.6B$151.8M
2GREAT GRAY TRUST COMPANY, LLC
DIVERSIFIED US LARGE CAP STOCK CIT
LAS VEGAS
NV
$918.3M$89.0M
3COGNIZANT TECHNOLOGY SOLUTIONS
COGNIZANT TECHNOLOGY SOLUTIONS 401(K) SAVINGS PLAN
TEANECK
NJ
38,923$3.0B$88.1M
4CSI USA INC.
CONSTELLATION SOFTWARE (U.S.A.) INC. RETIREMENT SAVINGS PLAN
CHICAGO
IL
12,475$1.6B$80.6M
5MILLERKNOLL, INC.
MILLERKNOLL RETIREMENT PLAN
ZEELAND
MI
7,049$1.6B$72.0M
6BROOKHAVEN SCIENCE ASSOCIATES, LLC
BROOKHAVEN SCIENCE ASSOCIATES, LLC RETIREMENT PLAN
UPTON
NY
2,739$1.5B$42.7M
7GLOBAL MEDICAL RESPONSE, INC.
GLOBAL MEDICAL RESPONSE, INC. 401(K) PLAN
GREENWOOD VILLAGE
CO
30,788$2.0B$40.3M
8BROOKHAVEN SCIENCE ASSOCIATES, LLC
BROOKHAVEN SCIENCE ASSOCIATES, LLC 401(K) PLAN
UPTON
NY
2,351$949.0M$37.6M
9OLYMPUS CORPORATION OF THE AMERICAS
OLYMPUS CORPORATION OF THE AMERICAS 401K SAVINGS PLAN
CENTER VALLEY
PA
4,648$1.1B$35.9M
10BENTLEY SYSTEMS, INC.
BENTLEY SYSTEMS, INCORPORATED PROFIT SHARING/401(K) PLAN
EXTON
PA
1,629$595.2M$30.7M
See all 50 plans holding Columbia Trust Dividend Income Fund
You’re seeing the top 10. Pro unlocks the full ranked list — every plan reporting this investment, with sponsor contacts — for $49/mo.
Upgrade to Pro
Browse the collective-trust directory or the fund holdings directory.