Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Col Dividend Inc I Mutual fund in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CORPORATE ONE FEDERAL CREDIT UNION CORPORATE ONE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | COLUMBUS OH | 153 | $51.9M | $1.4M |
| 2 | KELLY & PICERNE, INC. KELLY & PICERNE, INC. SAVINGS & RETIREMENT PLAN | WARWICK RI | 557 | $35.5M | $1.2M |
