Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding COLUMBIA DIV INC FUND I in their Schedule of Assets, totaling $5.2M 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 | WORLDATWORK WORLDATWORK RETIREMENT PLAN | SCOTTSDALE AZ | 73 | $15.4M | $906K |
| 2 | MANASQUAN BANK MANASQUAN BANK 401(K) PLAN | WALL TOWNSHIP NJ | 240 | $38.3M | $826K |
| 3 | CAPITAL GUIDANCE AMERICA, INC. CAPITAL GUIDANCE GROUP RETIREMENT PLAN |
| 175 |
| $21.1M |
| $780K |
| 4 | HICKS NURSERIES, INC. HICKS 401K PLAN | WESTBURY NY | 153 | $10.1M | $694K |
| 5 | CHATEAU RESTAURANT OF WALTHAM, INC THE CHATEAU RESTAURANT GROUP 401(K) PLAN | WALTHAM MA | 360 | $13.9M | $501K |
| 6 | CRYSTAL EQUATION CORPORATION CRYSTAL EQUATION CORPORATION 401(K) RETIREMENT PLAN AND TRUST | CHICAGO IL | 294 | $21.8M | $446K |
| 7 | AMG VANADIUM LLC AMG VANADIUM LLC 401(K) AND PROFIT SHARING PLAN | WAYNE PA | 148 | $13.3M | $445K |
| 8 | ISOFTSTONE, INC. ISOFTSTONE 401(K) PROFIT SHARING PLAN & TRUST | BELLEVUE WA | 97 | $13.5M | $227K |
| 9 | ADI WORLDLINK, LLC DBA WORLDLINK WORLDLINK 401(K) PLAN | FRISCO TX | 254 | $14.7M | $187K |
| 10 | OPEN LOOP ENERGY, INC. OPEN LOOP ENERGY, INC. RETIREMENT SAVINGS PLAN | SAFFORD AZ | 166 | $9.1M | $148K |
