Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Columbia Dividend Income Fund I3 " in their Schedule of Assets, totaling $53.0M 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 | VALEO NORTH AMERICA, INC. VALEO, INC RETIREMENT SAVINGS PLAN | TROY MI | 3,485 | $619.1M | $28.2M |
| 2 | FLSMIDTH INC. FLSMIDTH 401(K) PLAN TRUST | BETHLEHEM PA | 1,299 | $324.0M | $10.0M |
| 3 | GHAFARI ASSOCIATES, LLC GHAFARI COMPANIES 401(K) PLAN |
| 434 |
| $106.6M |
| $4.9M |
| 4 | PREMIER MEDICAL GROUP, P.C. PREMIER MEDICAL GROUP,P.C.401(K) PROFIT SHARING PLAN | CLARKSVILLE TN | 218 | $60.4M | $3.3M |
| 5 | BLACKSTONE IMC HOLDINGS - Q L.L.C BLACKSTONE IMC HOLDINGS Q L.L.C. 401(K) PLAN | LAS VEGAS NV | 419 | $66.7M | $1.9M |
| 6 | LEGEND BIOTECH USA, INC. LEGEND BIOTECH 401(K) PLAN | SOMERSET NJ | 1,346 | $65.8M | $1.0M |
| 7 | FOOD FOR THE POOR, INC. FOOD FOR THE POOR 403B PLAN | COCONUT CREEK FL | 283 | $26.1M | $869K |
| 8 | YIPIT, LLC YIPIT, LLC 401(K) PLAN | NEW YORK NY | 330 | $44.1M | $832K |
| 9 | TREATMENT CENTERS HOLDCO, LLC TREATMENT CENTERS HOLDCO 401(K) PLAN | GREENVILLE SC | 983 | $9.4M | $487K |
| 10 | JUST ENERGY (U.S.) CORP. JUST ENERGY 401(K) PLAN | HOUSTON TX | 436 | $28.6M | $439K |
