Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Col Dividend Inc I3 Mutual Fund ^ in their Schedule of Assets, totaling $25.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PSEMI CORPORATION PSEMI CORPORATION 401(K) PLAN | SAN DIEGO CA | 539 | $121.1M | $4.6M |
| 2 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 15,659 | $288.3M | $3.2M |
| 3 | JUUL LABS, INC. JUUL LABS, INC. 401K PLAN | WASHINGTON DC |
| 640 |
| $149.6M |
| $3.2M |
| 4 | IMPRIVATA, INC. IMPRIVATA, INC. 401(K) PLAN | WALTHAM MA | 799 | $118.8M | $2.7M |
| 5 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 8,200 | $156.6M | $1.8M |
| 6 | LABATON KELLER SUCHAROW LLP LABATON KELLER SUCHAROW LLP 401(K) SAVINGS & PROFIT SHARING PLAN | NEW YORK NY | 167 | $51.5M | $1.7M |
| 7 | CLEO COMMUNICATIONS HOLDING, LLC CLEO COMMUNICATIONS HOLDING, LLC 401(K) PLAN | ROCKFORD IL | 267 | $30.5M | $1.7M |
| 8 | APCO HOLDINGS, LLC APCO HOLDINGS 401(K) PLAN | NORCROSS GA | 852 | $64.4M | $1.2M |
| 9 | BISHOP EMPLOYEE COMPANY LLC BISHOP EMPLOYEE COMPANY LLC 401(K) PLAN | HOUSTON TX | 832 | $42.2M | $1.2M |
| 10 | BISHOP LIFTING PRODUCTS, INC. BLP, INC. 401(K) PLAN | HOUSTON TX | 865 | $37.1M | $997K |
