Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Columbia Columbia Dividend Income Fund I3 in their Schedule of Assets, totaling $11.2M 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 | IPS- INTEGRATED PROJECT SERVICES, LLC IPS & AFFILIATES 401(K) PLAN | BLUE BELL PA | 1,440 | $188.5M | $7.2M |
| 2 | BARTON & LOGUIDICE, D.P.C. BARTON & LOGUIDICE, D.P.C. PROFIT SHARING & 401(K) PLAN | LIVERPOOL NY | 377 | $73.9M | $3.1M |
| 3 | MEARTHANE PRODUCTS LLC MEARTHANE 401(K) PLAN |
CRANSTON RI |
| 211 |
| $6.4M |
| $570K |
| 4 | INNOVATIVE XCESSORIES & SERVICES, LLC INNOVATIVE XCESSORIES & SERVICES, LLC 401(K) PLAN | STERLING HEIGHTS MI | 1,738 | $24.9M | $143K |
| 5 | INNOVATIVE XCESSORIES & SERVICES, LLC INNOVATIVE XCESSORIES & SERVICES, LLC 401(K) PLAN | STERLING HEIGHTS MI | 1,741 | $20.8M | $88K |
