Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Columbia Dividend Income Instl3 in their Schedule of Assets, totaling $1.5M 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 | CARAVEL AUTISM HEALTH, LLC CARAVEL AUTISM HEALTH, LLC 401(K) PLAN | GREEN BAY WI | 1,556 | $15.9M | $937K |
| 2 | GIS NATIONAL, LLC GIS NATIONAL, LLC 401(K) PLAN AND TRUST | ST. PETERSBURG FL | 295 | $11.7M | $491K |
| 3 | SENOX CORPORATION SENOX CORPORATION 401(K) PROFIT SHARING PLAN |
AUSTIN TX |
| 296 |
| $6.0M |
| $54K |
| 4 | ATTIVO MARKETING SERVICES, LLC ATTIVO 401(K) RETIREMENT PLAN | BOSTON MA | 122 | $6.6M | $48K |
