Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Dividend Income Advisor Class " in their Schedule of Assets, totaling $8.7M 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 | AVALIGN TECHNOLOGIES, INC. AVALIGN TECHNOLOGIES, INC. 401(K) PLAN | ROSEMONT IL | 911 | $53.6M | $6.0M |
| 2 | JSP INTERNATIONAL GROUP, LTD. JSP INTERNATIONAL GROUP, LTD. AND AFFILIATES 401(K) SALARY SAVINGS PLAN | WAYNE PA | 624 | $77.2M | $2.6M |
| 3 | GENERAL GROCERY WAREHOUSE CO. |
CARLSTADT NJ |
| 98 |
| $4.3M |
| $40K |