Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding COLUMBIA DIV INC FD - R in their Schedule of Assets, totaling $615K 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 | THE CARLSON LAW FIRM, P.C. THE CARLSON LAW FIRM, P.C. 401(K) PLAN | KILLEEN TX | 140 | $14.8M | $290K |
| 2 | BPA INTERNATIONAL, INC BPA INTERNATIONAL, INC 401(K) PLAN | HUNTINGTON STATION NY | 116 | $3.6M | $184K |
| 3 | THE LEARNING EXPERIENCE CORPORAT THE LEARNING EXPERIENCE 401K PLAN |
DEERFIELD BEACH FL |
| 542 |
| $6.9M |
| $102K |
| 4 | STEVENSON-WEIR/SOUTHERN LLC STEVENSON-WEIR/SOUTHERN LLC RETIREMENT SAVINGS PLAN | ROCK HILL SC | 174 | $4.8M | $38K |
| 5 | CARIBBEAN SUN AIRLINES, INC. DBA CARIBBEAN SUN AIRLINES, INC. DBA WORLD ATLANTIC AIRLINES 401(K) P | MIAMI FL | 221 | $2.1M | $2K |
