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 I3 # in their Schedule of Assets, totaling $6.6M 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 | NEPHROLOGY ASSOCIATES OF MOBILE, P.A. NEPHROLOGY ASSOCIATES OF MOBILE, P.A. 401(K) PROFIT SHARING PLAN | MOBILE AL | 136 | $38.4M | $3.2M |
| 2 | GENERAL ATLANTIC SERVICE COMPANY, L.P. GENERAL ATLANTIC SERVICE COMPANY, L.P. RETIREMENT PLAN | NEW YORK NY | 420 | $128.2M | $3.0M |
| 3 | FUCCILLO AUTOMOTIVE GROUP, INC. |
ADAMS NY |
| 50 |
| $10.3M |
| $409K |
| 4 | CHICAGOLAND EQUIPMENT & SUPPLY ,LLC CHICAGOLAND EQUIPMENT & SUPPLY, LLC 401(K) PLAN | HODGKINS IL | 187 | $4.7M | $43K |
| 5 | ALOHA HOUSE INC. 403B THRIFT PLAN OF ALOHA HOUSE INC. | PAIA HI | 205 | $5.1M | $5K |
