Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Columbia Columbia Dividend Income Inst3 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 | TCF FINANCIAL CORPORATION TCF 401K PLAN | PLYMOUTH MN | 7 | $317.5M | $4.0M |
| 2 | IDEMIA IDENTITY AND SECURITY IDEMIA RETIREMENT SAVINGS PLAN | RESTON VA | 1,777 | $352.3M | $3.2M |
| 3 | SHERMCO INDUSTRIES, INC. SHERMCO INDUSTRIES, INC. 401(K) PLAN |
IRVING TX |
| 1,083 |
| $77.2M |
| $1.5M |
| 4 | THE ART INSTITUTE OF CHICAGO THE ART INSTITUTE OF CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 1,365 | $211.0M | $829K |
| 5 | HIGHLAND MEDICAL PC HIGHLAND MEDICAL PC RETIREMENT SAVINGS PLAN | NYACK NY | 225 | $26.1M | $563K |
| 6 | SOCIETY OF ACTUARIES RESEARCH INSTITUTE SOCIETY OF ACTUARIES RESEARCH INSTITUTE 403(B) RETIREMENT PLAN | CHICAGO IL | 155 | $67.2M | $532K |
| 7 | WILSON LANGUAGE TRAINING CORPORATION WILSON LANGUAGE TRAINING CORPORATION 401(K) RETIREMENT PLAN | OXFORD MA | 392 | $58.2M | $382K |
| 8 | VALLEY YOUTH HOUSE VALLEY YOUTH HOUSE COMMITTEE, INC. 401(K) PLAN | BETHLEHEM PA | 429 | $15.9M | $224K |
