Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Columbia COL Dividend Inc I3 in their Schedule of Assets, totaling $12.5M 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 | HUNTER ROBERTS CONSTRUCTION GROUP, LLC HUNTER ROBERTS CONSTRUCTION GROUP, LLC 401(K) AND PROFIT SHARING PLAN | NEW YORK NY | 312 | $119.2M | $4.5M |
| 2 | LAYTON CONSTRUCTION COMPANY, LLC LAYTON CONSTRUCTION COMPANY, LLC 401(K) PROFIT SHARING PLAN | SANDY UT | 1,372 | $153.7M | $2.2M |
| 3 | GOTO FOODS LLC |
ATLANTA GA |
| 2,804 |
| $93.8M |
| $2.0M |
| 4 | HOEHN MOTORS, INC. THE HOEHN RETIREMENT PLAN | CARLSBAD CA | 412 | $26.0M | $1.1M |
| 5 | ROUSSELOT, INC. ROUSSELOT, INC. 401(K) PROFIT SHARING PLAN | DUBUQUE IA | 97 | $29.9M | $926K |
| 6 | TRACE SYSTEMS INC. TRACE SYSTEMS INC. 401(K) PLAN | MCLEAN VA | 387 | $35.0M | $462K |
| 7 | ASHFORTH PROPERTIES INC. THE ASHFORTH COMPANY 401(K) SAVINGS PLAN | STAMFORD CT | 113 | $43.3M | $451K |
| 8 | OWNCOMPANY INC. OWNCOMPANY, INC. 401(K) PLAN | ENGLEWOOD CLIFFS NJ | 2 | $21.5M | $418K |
| 9 | DYNTEK, INC. ARCTIQ 401(K) PLAN | IRVINE CA | 154 | $23.6M | $291K |
| 10 | PEAK6 INSURTECH SERVICES LLC PEAK6 INSURTECH SERVICES 401(K) PLAN | CHICAGO IL | 402 | $15.1M | $185K |
