Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Dividend Income Fund I3 Interest in registered investment companies xx in their Schedule of Assets, totaling $3.8M 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 | SAFRA NATIONAL BANK OF NEW YORK PROFIT SHARING & 401(K) PLAN OF SAFRA NATIONAL BANK OF NEW YORK | NEW YORK NY | 402 | $91.9M | $2.4M |
| 2 | TCOM, LP TCOM, L.P. EMPLOYEES' SAVINGS PLAN | COLUMBIA MD | 431 | $82.5M | $1.4M |
