Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Columbia Dividend Income Inst 3 in their Schedule of Assets, totaling $13.7M 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 | UCARE MINNESOTA UCARE 401(K) RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 1,755 | $150.3M | $12.2M |
| 2 | MONTEFIORE NYACK HOSPITAL DEFINED BENEFIT PENSION PLAN OF NYACK HOSPITAL | NYACK NY | 30 | $24.5M | $923K |
| 3 | SOUTHERN COLORADO CLINIC, PC SOUTHERN COLORADO CLINIC, PC 401(K) PROFIT SHARING PLAN |
PUEBLO CO |
| 86 |
| $5.8M |
| $579K |
