Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Columbia Columbia Dividend Income in their Schedule of Assets, totaling $40.0M 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 | PROJECT WORLDWIDE PROJECT WORLDWIDE 401(K) PLAN | AUBURN HILLS MI | 1,466 | $161.5M | $13.9M |
| 2 | BODDIE-NOELL ENTERPRISES, INC. BODDIE-NOELL ENTERPRISES, INC. SAVINGS AND EMPLOYEE RETIREMENT PLAN | ROCKY MOUNT NC | 4,230 | $64.0M | $7.9M |
| 3 | PEBBLE BEACH COMPANY PEBBLE BEACH COMPANY 401(K) PLAN |
PEBBLE BEACH CA |
| 1,970 |
| $143.7M |
| $7.5M |
| 4 | BENDERSON DEVELOPMENT CO., LLC BENDERSON DEVELOPMENT CO., LLC 401K RETIREMENT PLAN | UNIVERSITY PARK FL | 403 | $71.6M | $6.5M |
| 5 | VISTA COMMUNITY CLINIC VISTA COMMUNITY CLINIC TAX DEFERRED ANNUITY PLAN | VISTA CA | 976 | $41.9M | $1.6M |
| 6 | BUFFALO LODGING ASSOCIATES, LLC BUFFALO LODGING ASSOCIATES LLC RETIREMENT SAVINGS PLAN | CANTON MA | 1,397 | $20.3M | $579K |
| 7 | DELTA SONIC CAR WASH SYSTEMS, INC. DELTA SONIC RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,346 | $54.2M | $567K |
| 8 | ONE HOPE UNITED ONE HOPE UNITED 403(B) PLAN | CHICAGO IL | 818 | $9.4M | $478K |
| 9 | HARIBO OF AMERICA, INC. HARIBO OF AMERICA RETIREMENT SAVINGS PLAN | ROSEMONT IL | 366 | $21.8M | $440K |
| 10 | NEPHRON PHARMACEUTICALS CORP. NEPHRON PHARMACEUTICALS CORPORATION 401(K) SAVINGS PLAN | WEST COLUMBIA SC | 798 | $18.5M | $390K |
