Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Columbia Trust Dividend Income Instl 1 in their Schedule of Assets, totaling $4.6M 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 | GT SERVICES LLC GT SERVICES LLC SAVINGS AND INVESTMENT PLAN | LANDSALE PA | 908 | $174.5M | $3.0M |
| 2 | GREENE, TWEED & CO., INC. GREENE, TWEED & CO. , INC. UNION EMPLOYEES 401(K) SAVINGS PLAN | KULPSVILLE PA | 354 | $48.2M | $1.3M |
| 3 | GREENE, TWEED & CO., INC. |
KULPSVILLE PA |
| 88 |
| $21.0M |
| $321K |
