Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Columbia Columbia Dividend Income Fund Institutional 3 Class # in their Schedule of Assets, totaling $17.8M 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 | FRESHFIELDS US LLP FRESHFIELDS US LLP 401(K) SAVINGS PLAN | NEW YORK NY | 772 | $114.8M | $6.5M |
| 2 | LBA REALTY, LLC LBA REALTY 401(K) PLAN | IRVINE CA | 252 | $56.6M | $3.8M |
| 3 | 2U, INC. 2U, INC. 401(K) RETIREMENT PLAN | LANHAM MD |
| 1,385 |
| $195.2M |
| $2.8M |
| 4 | UTILITY SUPPLY AND CONSTRUCTION COMPANY UTILITY SUPPLY AND CONSTRUCTION COMPANY SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | REED CITY MI | 379 | $41.7M | $1.7M |
| 5 | FRESHFIELDS US LLP FRESHFIELDS US LLP HR-10 PROFIT-SHARING PLAN | NEW YORK NY | 113 | $27.5M | $1.3M |
| 6 | GREAT MINDS PBC GREAT MINDS PBC 401K PLAN | WASHINGTON DC | 1,203 | $79.6M | $736K |
| 7 | NETIMPACT STRATEGIES, INC. NETIMPACT STRATEGIES 401(K) PLAN | HERNDON VA | 315 | $23.9M | $686K |
| 8 | HENKELS & MCCOY HOLDINGS, INC. TELEDATA CONTRACTORS ASSOCIATION 401(K) PLAN | BLUE BELL PA | 452 | $12.8M | $257K |
| 9 | ONE CALL CONCEPTS, INC. ONE CALL CONCEPTS, INC. 401K PLAN | HANOVER MD | 383 | $24.5M | $92K |
| 10 | VISTA TECHNOLOGY SERVICES, INC. VISTA TECHNOLOGY SERVICES, INC. 401(K) PLAN | ARLINGTON VA | 143 | $14.6M | $34K |
