Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Columbia Columbia Dividend Income Fund # in their Schedule of Assets, totaling $70.4M 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 | NICKLAUS CHILDRENS HEALTH SYSTEM NICKLAUS CHILDREN'S HEALTH SYSTEM RETIREMENT PLAN | MIAMI FL | 4,720 | $597.3M | $40.8M |
| 2 | SENIOR OPERATIONS LLC SENIOR OPERATIONS LLC 401(K) PROFIT SHARING INVESTMENT PLAN | BARTLETT IL | 2,267 | $358.7M | $10.5M |
| 3 | VALET LIVING,LLC |
TAMPA FL |
| 6,121 |
| $32.5M |
| $3.9M |
| 4 | RITTAL NORTH AMERICA LLC RITTAL 401(K) PLAN | URBANA OH | 895 | $57.3M | $2.1M |
| 5 | NOVARA TESIJA AND CATENACCI PL NOVARA TESIJA AND CATENACCI PL 401(K) PROFIT SHARING PLAN & TRUST | TROY MI | 179 | $12.2M | $1.7M |
| 6 | CORIUM, LLC CORIUM, LLC 401(K) PLAN | CAMBRIDGE MA | 109 | $31.0M | $1.6M |
| 7 | CHILDREN'S SPECIALTY GROUP, PLLC CHILDREN'S SPECIALTY GROUP, PLLC 401(K) PROFIT SHARING PLAN | NORFOLK VA | 499 | $222.3M | $1.4M |
| 8 | LEXITAS PHARMA SERVICES, INC. LEXITAS PHARMA SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | DURHAM NC | 93 | $10.1M | $1.2M |
| 9 | THE ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK ASSOCIATION OF THE BAR OF THE CITY OF NEW YORK 401(K) PLAN | NEW YORK NY | 128 | $29.0M | $975K |
| 10 | R. H. BARRINGER DISTRIBUTING CO., INC. R.H BARRINGER DISTRIBUTING COMPANY INC. EMPLOYEES RETIREMENT SAVINGS PLAN | GREENSBORO NC | 898 | $61.3M | $902K |
