Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Columbia Columbia Dividend income Instl in their Schedule of Assets, totaling $6.0M 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 | PIONEER METAL FINISHING, LLC PIONEER METAL FINISHING, LLC RETIREMENT SAVINGS PLAN | GREEN BAY WI | 705 | $38.6M | $2.1M |
| 2 | ENVIRONMENTAL HEALTH & ENGINEERING, INC. ENVIRONMENTAL HEALTH & ENGINEERING, INC. 401(K) PLAN | NEWTON MA | 120 | $24.2M | $1.1M |
| 3 | REGENCY INTEGRATED HEALTH SERVICES |
VICTORIA TX |
| 9,579 |
| $13.5M |
| $885K |
| 4 | FELICIAN UNIVERSITY FELICIAN UNIVERSITY RETIREMENT PLAN | LODI NJ | 341 | $45.0M | $841K |
| 5 | HEALTH ONE ALLIANCE, LLC HEALTH ONE ALLIANCE, LLC EMPLOYEES SAVINGS TRUST | DALTON GA | 263 | $14.2M | $716K |
| 6 | ANDERSON COLUMBIA CO., INC. ANDERSON COLUMBIA CO., INC. 401(K) SALARY REDUCTION PLAN | LAKE CITY FL | 1,241 | $44.3M | $181K |
| 7 | SELECT VEAL FEEDS, INC. SELECT VEAL FEEDS, INC. 401(K) PROFIT SHARING PLAN | SOUDERTON PA | 243 | $11.8M | $86K |
| 8 | BROOKS, INC. BROOKS PROFIT SHARING AND 401(K) PLAN | SUN PRAIRIE WI | 90 | $24.7M | $60K |
| 9 | ENGLISH LANGUAGE INSTITUTE/CHINA ENGLISH LANGUAGE INSTITUTE IN CHINA 403(B) PLAN | FORT COLLINS CO | 342 | $14.2M | $42K |
| 10 | CHIQUITA BRANDS INTERNATIONAL CHIQUITA/FRESH EXPRESS SAVINGS AND INVESTMENT PLAN | FT. LAUDERDALE IN | 1,989 | $156.5M | $4K |
