Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Columbia Columbia Dividend Income Instl 3 # 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 | WORLD WILDLIFE FUND, INC. WORLD WILDLIFE FUND, INC. TAX DEFERRED PENSION PLAN | WASHINGTON DC DC | 748 | $232.6M | $7.3M |
| 2 | EMS ENGINEERED MATERIALS SOLUTIONS, LLC ENGINEERED MATERIALS SOLUTIONS CONTRIBUTION AND 401(K) SAVINGS PLAN | ATTLEBORO MA | 335 | $40.2M | $1.1M |
| 3 | CLEARVIEW FEDERAL CREDIT UNION |
MOON TOWNSHIP PA |
| 393 |
| $27.3M |
| $948K |
| 4 | ROBIN HOOD FOUNDATION ROBIN HOOD 403(B) EMPLOYEE DEFERRAL PLAN | NEW YORK NY | 110 | $23.3M | $731K |
| 5 | ROBIN HOOD FOUNDATION ROBIN HOOD 401(A) EMPLOYER CONTRIBUTION PLAN | NEW YORK NY | 109 | $25.3M | $453K |
| 6 | CHARTER OAK FEDERAL CREDIT UNION CHARTER OAK FEDERAL CREDIT UNION RETIREMENT PLAN FOR UNION EMPLOYEES | WATERFORD CT | 114 | $4.2M | $448K |
| 7 | TERVIS TUMBLER COMPANY TERVIS TUMBLER COMPANY 401(K) PLAN | VENICE FL | 71 | $14.1M | $196K |
