Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Columbia Dividend Income Fund Class I3 " in their Schedule of Assets, totaling $12.4M 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 | KORTE CONSTRUCTION COMPANY THE RALPH KORTE ENTERPRISES PROFIT-SHARING/THRIFT PLAN | HIGHLAND IL | 218 | $52.8M | $4.0M |
| 2 | BERKSHIRE PARTNERS LLC BERKSHIRE PARTNERS LLC RETIREMENT PLAN | BOSTON MA | 234 | $122.4M | $3.9M |
| 3 | BOWMAN & COMPANY LLP BOWMAN & COMPANY LLP 401(K) SAVINGS PLAN & TRUST |
VOORHEES NJ |
| 115 |
| $35.3M |
| $1.6M |
| 4 | KHS USA, INC. KHS USA, INC. PROFIT SHARING PLAN | WAUKESHA WI | 349 | $53.3M | $709K |
| 5 | CADENT, LLC CADENT, LLC 401(K) PLAN | NEW YORK NY | 600 | $94.8M | $581K |
| 6 | GPS INSIGHT, INC. GPS INSIGHT 401(K) PLAN | SCOTTSDALE AZ | 188 | $14.3M | $413K |
| 7 | KYMERA THERAPEUTICS, INC. KYMERA THERAPEUTICS, INC. 401(K) PROFIT SHARING PLAN TRUST | WATERTOWN MA | 190 | $24.8M | $377K |
| 8 | LANGLEY FEDERAL CREDIT UNION LANGLEY FEDERAL CREDIT UNION 401(K) PLAN | NEWPORT NEWS VA | 698 | $57.2M | $347K |
| 9 | JS PRODUCTS, INC. JS PRODUCTS, INC. 401(K) PLAN | LAS VEGAS NV | 155 | $8.0M | $288K |
| 10 | LOGISTICS SYSTEMS, INC. LOGISTICS SYSTEMS, INC. 401(K) PLAN | ALEXANDRIA VA | 191 | $5.5M | $133K |
