Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding Columbia Div Income I3 Fund in their Schedule of Assets, totaling $14.8M 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 | STAHL SPECIALTY COMPANY STAHL SPECIALTY COMPANY/WATRY INDUSTRIES EMPLOYEES' PENSION PLAN | KINGSVILLE MO | 73 | $77.4M | $4.9M |
| 2 | RENAISSANCE LAKEWOOD, LLC RENAISSANCE LAKEWOOD, LLC. 401(K) PLAN | LAKEWOOD NJ | 366 | $53.2M | $2.9M |
| 3 | COQUILLE ECONOMIC DEVELOPMENT CORPORATION |
NORTH BEND OR |
| 505 |
| $15.3M |
| $1.5M |
| 4 | CDI SERVICES, INC. CDI SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN | WAHPETON ND | 294 | $14.9M | $1.4M |
| 5 | CRYSTAL FLASH, INC. CRYSTAL FLASH, INC. RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 281 | $29.4M | $974K |
| 6 | PRECISION CAPITAL, LTD. PRECISION CAPITAL, LTD. 401(K) PLAN | MENTOR OH | 268 | $18.8M | $563K |
| 7 | CONCORDIA LUTHERAN MINISTRIES 403(B) THRIFT PLAN FOR CONCORDIA LUTHERAN MINISTRIES CABOT, PENNSYLVANIA | CABOT PA | 3,321 | $133.6M | $472K |
| 8 | PRC-SALTILLO PRENTKE ROMICH COMPANY DBA PRC-SALTILLO DEFERRED COMPENSATION PLAN | WOOSTER OH | 298 | $28.7M | $461K |
| 9 | BI-CON SERVICES, INC. BI-CON SERVICES, INC. 401(K) PROFIT SHARING PLAN | DERWENT OH | 381 | $69.3M | $356K |
| 10 | CENERO LLC CENERO LLC 401(K) PLAN | MALVERN PA | 254 | $15.0M | $347K |
