Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Columbia Dividend Income Z Fund in their Schedule of Assets, totaling $39.7M 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 | MID-ATLANTIC PERMANENTE MEDICAL GROUP, PC MID-ATLANTIC PERMANENTE MEDICAL GROUP, P.C. 401(K) PLAN | WASHINGTON DC | 2,167 | $1.1B | $39.7M |
