Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Columbia Dividend Income Fund Advisor Class in their Schedule of Assets, totaling $114.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK MA | 3,799 | $1.8B | $97.7M |
| 2 | URUS GROUP LP URUS GROUP LP 401(K) RETIREMENT PLAN | MADISON WI | 1,777 | $157.3M | $14.8M |
| 3 | INSIGHT INVESTMENTS, LLC INSIGHT INVESTMENTS, LLC 401(K) PROFIT SHARING PLAN |
COSTA MESA CA |
| 288 |
| $40.5M |
| $1.7M |
| 4 | JOHN BALL ZOO JOHN BALL ZOO 401(K) PROFIT SHARING PLAN | GRAND RAPIDS MI | 141 | $8.2M | $181K |
| 5 | GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CARO GOODWILL INDUSTRIES OF UPSTATE/MIDLANDS SOUTH CAROLINA, INC. 401K PLAN | GREENVILLE SC | 529 | $8.5M | $63K |
| 6 | MAMMOTH TECH MAMMOTH TECH 401(K) PROFIT SHARING PLAN | DEFIANCE OH | 0 | $0 | $31K |
