Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Columbia Dividend Income Fd I3 Registered Investment Company in their Schedule of Assets, totaling $21.1M 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 | PROVIA PAYROLL, LLC PROVIA 401K PLAN | SUGARCREEK OH | 2,099 | $115.4M | $16.4M |
| 2 | TOTAL SAFETY U.S., INC. TOTAL SAFETY U. S. , INC. 401(K) RETIREMENT PLAN | PASADENA TX | 1,968 | $53.0M | $1.6M |
| 3 | CLAWSON & STAUBES, LLC CLAWSON & STAUBES, LLC 401(K) PLAN |
CHARLESTON SC |
| 105 |
| $21.3M |
| $1.1M |
| 4 | GREENFIELD SAVINGS BANK GREENFIELD SAVINGS BANK 401K PLAN | GREENFIELD MA | 203 | $24.7M | $1.1M |
| 5 | SAN GORGONIO MEMORIAL HOSPITAL SAN GORGONIO MEMORIAL HOSPITAL TAX SHELTERED | BANNING CA | 545 | $36.9M | $425K |
| 6 | LIBERATED BRANDS, LLC LIBERATED BRANDS, LLC 401(K) PLAN | COSTA MESA CA | 1,067 | $30.6M | $333K |
| 7 | STRATEGIC ALLIANCE BUSINESS GROUP STRATEGIC ALLIANCE BUSINESS GROUP 401(K) PLAN | FAIRFAX VA | 313 | $26.6M | $85K |
| 8 | PAYMAX SERVICES, INC. PAYMAX SERVICES, INC. 401(K) PROFIT SHARING PLAN | CLEVELAND OH | 155 | $8.6M | $37K |
| 9 | ALLREDI, LLC ALLREDI, LLC RETIREMENT PLAN | PASADENA TX | 223 | $14.5M | $33K |
