Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Columbia Dividend Income Fund Class I3 " in their Schedule of Assets, totaling $8.4M 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 | BERKSHIRE PARTNERS LLC BERKSHIRE PARTNERS LLC RETIREMENT PLAN | BOSTON MA | 234 | $122.4M | $3.9M |
| 2 | BOWMAN & COMPANY LLP BOWMAN & COMPANY LLP 401(K) SAVINGS PLAN & TRUST | VOORHEES NJ | 115 | $35.3M | $1.6M |
| 3 | KHS USA, INC. KHS USA, INC. PROFIT SHARING PLAN |
WAUKESHA WI |
| 349 |
| $53.3M |
| $709K |
| 4 | CADENT, LLC CADENT, LLC 401(K) PLAN | NEW YORK NY | 600 | $94.8M | $581K |
| 5 | GPS INSIGHT, INC. GPS INSIGHT 401(K) PLAN | SCOTTSDALE AZ | 188 | $14.3M | $413K |
| 6 | KYMERA THERAPEUTICS, INC. KYMERA THERAPEUTICS, INC. 401(K) PROFIT SHARING PLAN TRUST | WATERTOWN MA | 190 | $24.8M | $377K |
| 7 | LANGLEY FEDERAL CREDIT UNION LANGLEY FEDERAL CREDIT UNION 401(K) PLAN | NEWPORT NEWS VA | 698 | $57.2M | $347K |
| 8 | JS PRODUCTS, INC. JS PRODUCTS, INC. 401(K) PLAN | LAS VEGAS NV | 155 | $8.0M | $288K |
| 9 | LOGISTICS SYSTEMS, INC. LOGISTICS SYSTEMS, INC. 401(K) PLAN | ALEXANDRIA VA | 191 | $5.5M | $133K |
| 10 | BERKSHIRE PARTNERS LLC BERKSHIRE PARTNERS LLC ADMINISTRATIVE STAFF PROFIT SHARING PLAN | BOSTON MA | 122 | $14.0M | $124K |
