Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Columbia Dividend Income Adv in their Schedule of Assets, totaling $58.6M 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 | TRIHEALTH, INC. TRIHEALTH 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 12,897 | $1.4B | $29.2M |
| 2 | A&E TELEVISION NETWORKS, LLC A&E TELEVISION NETWORKS, LLC 401(K) PLAN | NEW YORK NY | 1,387 | $399.2M | $24.5M |
| 3 | WS AUDIOLOGY USA, INC. WS AUDIOLOGY USA, INC. SAVINGS PLAN |
ISELIN NJ |
| 1,581 |
| $174.9M |
| $2.6M |
| 4 | SAINT PETER'S UNIVERSITY 401K RETIREMENT PLAN FOR SAINT PETER'S UNIVERSITY AND SAINT PETER'S PREPARATORY SCHOOL | JERSEY CITY NJ | 506 | $67.8M | $1.3M |
| 5 | HEAR.COM HEAR.COM 401(K) PLAN | CORAL GABLES FL | 307 | $6.2M | $588K |
| 6 | COMMONWEALTH ASSOCIATES INC. COMMONWEALTH ASSOCIATES INC. 401K PROFIT SHARING PLAN | JACKSON MI | 238 | $46.5M | $229K |
| 7 | US MARINE CORPORATION OCEAN PEACE, INC. 401(K) EMPLOYEE SAVINGS PLAN | SEATTLE WA | 325 | $13.7M | $197K |
| 8 | JOB PATH, INC. 403(B) THRIFT PLAN OF JOB PATH, INC. | NEW YORK NY | 206 | $5.1M | $40K |
