Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Dividend Income Fund;I3 Mutual Fund in their Schedule of Assets, totaling $5.4M 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 | SMI MANAGEMENT, LLC SMI MANAGEMENT, LLC 401(K) PLAN AND TRUST | CARROLLTON GA | 676 | $42.6M | $3.9M |
| 2 | THE DOLBEN COMPANY, INC. DOLBEN EMPLOYEE 401(K) PLAN | WOBURN MA | 435 | $31.3M | $976K |
| 3 | LAVIE HOLDCO LLC LAVIE HOLDCO 401(K) PLAN |
| 4,288 |
| $37.5M |
| $523K |
