Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Dividend Inc I3 in their Schedule of Assets, totaling $2.0M 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 VERNDALE CORPORATION THE VERNDALE CORPORATION 401(K) | BOSTON MA | 107 | $21.3M | $664K |
| 2 | ODYSSEY BEHAVIORAL HEALTHCARE LLC ODYSSEY BEHAVIORAL HEALTHCARE 401(K) PLAN | BRENTWOOD TN | 1,268 | $15.3M | $541K |
| 3 | BELL AMBULANCE, INC. BELL AMBULANCE, INC. 401(K) SAVINGS PLAN |
MILWAUKEE WI |
| 686 |
| $21.1M |
| $411K |
| 4 | MILLER ZELL INC. MILLER ZELL INC. 401(K) RETIREMENT PLAN | ATLANTA GA | 298 | $51.1M | $350K |