Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Columbia Dividend Income A - in their Schedule of Assets, totaling $8.6M 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 | ROTH IGA FOODLINER, INC. ROTH IGA FOODLINER, INC. PROFIT SHARING PLAN | SALEM OR | 537 | $44.5M | $2.7M |
| 2 | MELITTA NORTH AMERICA, INC. MELITTA 401(K) PLAN | CLEARWATER FL | 252 | $26.4M | $999K |
| 3 | TEXTILE RUBBER & CHEMICAL CO., INC. TEXTILE RUBBER & CHEMICAL CO., INC. EMPLOYEES' PROFIT SHARING 401(K) PLAN |
DALTON GA |
| 356 |
| $45.9M |
| $981K |
| 4 | TM RTA MANAGEMENT, INC. TM RTA HOLDINGS 401(K) PLAN | FRANKLIN TN | 342 | $7.2M | $912K |
| 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 | MEMPHIS UNIVERSITY SCHOOL MEMPHIS UNIVERSITY SCHOOL DC PLAN | MEMPHIS TN | 159 | $35.1M | $550K |
| 8 | AMERICAN BAPTIST HOMES OF THE MIDWEST AMERICAN BAPTIST HOMES OF THE MIDWEST TDA PLAN | EDEN PRAIRIE MN | 1,453 | $20.8M | $310K |
| 9 | CAPIN CROUSE LLP CAPIN CROUSE LLP SAVINGS AND INVESTMENT PLAN | INDIANAPOLIS IN | 216 | $26.2M | $292K |
| 10 | HAYNES INC. THE HAYNES RETIREMENT PLAN | FAIRFAX VA | 83 | $12.4M | $198K |
