Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding COLUMBIA DIV INC FD - A in their Schedule of Assets, totaling $16.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SILVERSTEIN PROPERTIES, LLC SILVERSTEIN PROPERTIES, INC. 401(K) RETIREMENT PLAN | NEW YORK NY | 242 | $71.5M | $3.9M |
| 2 | EMTEC GLOBAL SERVICES, LLC EMTEC GLOBAL SERVICES, LLC 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 233 | $43.3M | $2.4M |
| 3 | CRAIG TECHNICAL CONSULTING, INC. |
MERRITT ISLAND FL |
| 195 |
| $15.6M |
| $1.4M |
| 4 | FX DIRECT DEALER LLC FX DIRECT DEALER, LLC SAVINGS AND INVESTMENT PLAN | JERSEY CITY NJ | 58 | $13.4M | $1.3M |
| 5 | EXETER PROPERTY GROUP, LLC EQT EXETER PROPERTY GROUP, LLC 401(K) PLAN | RADNOR PA | 223 | $42.0M | $1.0M |
| 6 | LYNNES NISSAN CITY INC. LYNNES NISSAN CITY INC. 401(K) PROFIT SHARING PLAN | BLOOMFIELD NJ | 154 | $8.1M | $903K |
| 7 | CARNEY MANAGEMENT COMPANY, INC. BERNARDI AUTO GROUP RETIREMENT PLAN | FRAMINGHAM MA | 329 | $27.0M | $762K |
| 8 | BILL DODGE AUTO GROUP, INC. BILL DODGE AUTO GROUP SALARY DEFERRAL 401(K) PLAN | WESTBROOK ME | 258 | $15.4M | $725K |
| 9 | FLORIDA EYE CLINIC, P.A. FLORIDA EYE CLINIC 401(K) PLAN | ALTAMONTE SPRINGS FL | 223 | $10.7M | $694K |
| 10 | LOWER GREAT LAKES KENWORTH, INC. LOWER GREAT LAKES KENWORTH, INC. 401(K) PLAN | SOUTH BEND IN | 142 | $8.0M | $610K |
