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 Pooled Separate Account in their Schedule of Assets, totaling $1.2M 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 | CONTINENTAL SERVICE GROUP, LLC D/B/A CONSERVE CONSERVE EMPLOYEE RETIREMENT PLAN | FAIRPORT NY | 345 | $41.7M | $732K |
| 2 | REENERGY HOLDINGS LLC REENERGY HOLDINGS 401K RETIREMENT PLAN | ALBANY NY | 188 | $22.5M | $283K |
| 3 | SAMBA TV, INC. SAMBA TV, INC. 401(K) PLAN AND TRUST |
SAN FRANCISCO CA |
| 102 |
| $13.3M |
| $150K |
