Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Columbia Dividend Income Fund Class A Mutual fund in their Schedule of Assets, totaling $7.1M 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 | WALSWORTH PUBLISHING COMPANY, INC. WALSWORTH PUBLISHING COMPANY 401(K) SAVINGS PLAN | MARCELINE MO | 1,297 | $142.0M | $4.1M |
| 2 | THE WILL-BURT COMPANY THE WILL-BURT COMPANY PROFIT SHARING & 401(K) PLAN | ORRVILLE OH | 311 | $18.6M | $1.2M |
| 3 | LHP, INC LHP, INC 401(K) PLAN |
COLUMBUS IN |
| 457 |
| $26.3M |
| $616K |
| 4 | O'NEILL WETSUITS, LLC O'NEILL WETSUITS, LLC 401(K) PLAN | SANTA CRUZ CA | 85 | $16.2M | $404K |
| 5 | WAYTEK, INC. WAYTEK, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | CHANHASSEN MN | 119 | $19.5M | $400K |
| 6 | IRIDEX CORPORATION IRIDEX CORPORATION PROFIT SHARING/401(K) PLAN | MOUNTAIN VIEW CA | 104 | $28.9M | $269K |
| 7 | NATIONAL CARRIERS, INC. NATIONAL CARRIERS, INC. PROFIT SHARING AND SAVINGS PLAN | LIBERAL KS | 0 | $12.0M | $66K |
