Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Dividend Income Class I3 Shares Mutual fund - in their Schedule of Assets, totaling $1.9M 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 | MACK ENERGY CORPORATION MACK ENERGY CORPORATION 401(K) PLAN | ARTESIA NM | 94 | $64.1M | $1.8M |
| 2 | CHASE PETROLEUM SERVICES & SUPPLY, LLC. THE CHASE GROUP 401(K) PLAN | ARTESIA NM | 180 | $26.6M | $135K |
