Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding COL DIVIDEND INC I3 in their Schedule of Assets, totaling $17.5M 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 | AUDIA INTERNATIONAL, INC. AUDIA INTERNATIONAL, INC. 401(K) & PROFIT SHARING PLAN | WASHINGTON PA | 924 | $163.0M | $6.9M |
| 2 | CROWLEY HOLDINGS INC. CROWLEY RETIREMENT INCOME SYSTEM PLAN RSA | JACKSONVILLE FL | 1,548 | $410.6M | $4.7M |
| 3 | SYNIVERSE TECHNOLOGIES LLC SYNIVERSE TECHNOLOGIES SAVINGS PLAN |
TAMPA FL |
| 469 |
| $176.2M |
| $4.3M |
| 4 | SOFTSERVE, INC. SOFTSERVE, INC. 401(K) PLAN | FORT MYERS FL | 285 | $25.9M | $867K |
| 5 | PAYTRONIX SYSTEMS, INC. PAYTRONIX SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | NEWTON MA | 260 | $26.7M | $530K |
| 6 | CROWLEY MARITIME CORPORATION CROWLEY RETIREMENT INCOME SYSTEM PLAN - PUERTO RICO | JACKSONVILLE FL | 84 | $11.4M | $154K |
| 7 | BRAHMIN LEATHER WORKS, LLC BRAHMIN LEATHER WORKS LLC, 401(K) SAVINGS PLAN | FAIRHAVEN MA | 225 | $9.3M | $71K |
| 8 | GRACO FISHING & RENTAL TOOLS, INC. GRACO FISHING & RENTAL TOOLS, INC. 401(K) AND PROFIT SHARING PLAN | FRISCO TX | 232 | $11.7M | $44K |
