Common / Collective TrustBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 49 retirement plans report an interest in this investment, totaling $915.8M in reported end-of-year interest. Plans are ranked by reported interest.
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 Dividend Income A. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | LENNAR CORPORATION LENNAR CORPORATION 401(K) PLAN | MIAMI FL | 13,135 | $1.6B | $151.8M |
| 2 | GREAT GRAY TRUST COMPANY, LLC DIVERSIFIED US LARGE CAP STOCK CIT | LAS VEGAS NV | — | $918.3M | $89.0M |
| 3 | COGNIZANT TECHNOLOGY SOLUTIONS COGNIZANT TECHNOLOGY SOLUTIONS 401(K) SAVINGS PLAN | TEANECK NJ | 38,923 | $3.0B | $88.1M |
| 4 | CSI USA INC. CONSTELLATION SOFTWARE (U.S.A.) INC. RETIREMENT SAVINGS PLAN | CHICAGO IL | 12,475 | $1.6B | $80.6M |
| 5 | ZOETIS INC. ZOETIS SAVINGS PLAN | PARSIPPANY NJ | 6,788 | $1.9B | $62.2M |
| 6 | BROOKHAVEN SCIENCE ASSOCIATES, LLC BROOKHAVEN SCIENCE ASSOCIATES, LLC RETIREMENT PLAN | UPTON NY | 2,739 | $1.5B | $42.7M |
| 7 | BROOKHAVEN SCIENCE ASSOCIATES, LLC BROOKHAVEN SCIENCE ASSOCIATES, LLC 401(K) PLAN | UPTON NY | 2,351 | $949.0M | $37.6M |
| 8 | OLYMPUS CORPORATION OF THE AMERICAS OLYMPUS CORPORATION OF THE AMERICAS 401K SAVINGS PLAN | CENTER VALLEY PA | 4,648 | $1.1B | $35.9M |
| 9 | GLOBAL MEDICAL RESPONSE, INC. GLOBAL MEDICAL RESPONSE, INC. 401(K) PLAN | GREENWOOD VILLAGE CO | 30,492 | $1.7B | $32.7M |
| 10 | BENTLEY SYSTEMS, INC. BENTLEY SYSTEMS, INCORPORATED PROFIT SHARING/401(K) PLAN | EXTON PA | 1,629 | $595.2M | $30.7M |
