Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding COL DIVIDEND INC I3 Mutual Funds in their Schedule of Assets, totaling $5.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MARSHALL & STERLING ENTERPRISES, INC. MARSHALL & STERLING ENTERPRISES, INC. 401(K) PLAN | POUGHKEEPSIE NY | 558 | $68.6M | $3.9M |
| 2 | COLLEGIUM PHARMACEUTICAL, INC. COLLEGIUM PHARMACEUTICAL, INC. 401(K) AND PROFIT SHARING PLAN | STOUGHTON MA | 362 | $34.8M | $1.3M |
| 3 | HEALEY BROTHERS, INC. |
GOSHEN NY |
| 579 |
| $43.7M |
| $715K |
