Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Columbia Dividend Income A - in their Schedule of Assets, totaling $10.9M 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 | ROTH IGA FOODLINER, INC. ROTH IGA FOODLINER, INC. PROFIT SHARING PLAN | SALEM OR | 537 | $44.5M | $2.7M |
| 2 | VIRGINIA HEALTH SERVICES, INC. VIRGINIA HEALTH SERVICES, INC. RETIREMENT PLAN | NEWPORT NEWS VA | 756 | $25.7M | $2.1M |
| 3 | MELITTA NORTH AMERICA, INC. MELITTA 401(K) PLAN |
CLEARWATER FL |
| 252 |
| $26.4M |
| $999K |
| 4 | TEXTILE RUBBER & CHEMICAL CO., INC. TEXTILE RUBBER & CHEMICAL CO., INC. EMPLOYEES' PROFIT SHARING 401(K) PLAN | DALTON GA | 356 | $45.9M | $981K |
| 5 | HOLLIS COBB ASSOCIATES, INC. HOLLIS COBB ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | NORCROSS GA | 617 | $17.4M | $706K |
| 6 | ROECHLING AUTOMOTIVE USA LLP ROECHLING AUTOMOTIVE USA LLP 401K PLAN | DUNCAN SC | 444 | $20.5M | $620K |
| 7 | NEWCOMB SPRING CORP. NEWCOMB SPRING CORP. RETIREMENT PLAN | ALPHARETTA GA | 182 | $22.0M | $563K |
| 8 | MEMPHIS UNIVERSITY SCHOOL MEMPHIS UNIVERSITY SCHOOL DC PLAN | MEMPHIS TN | 159 | $35.1M | $550K |
| 9 | TM RTA MANAGEMENT, INC. TM RTA HOLDINGS 401(K) PLAN | FRANKLIN TN | 342 | $7.2M | $456K |
| 10 | AMERICAN BAPTIST HOMES OF THE MIDWEST AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN | EDEN PRAIRIE MN | 1,453 | $20.8M | $310K |
