Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Columbia Dividend Income Fund Institutional 3 Class Mutual fund - in their Schedule of Assets, totaling $17.7M 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 | APOLLO MANAGEMENT HOLDINGS, LP APOLLO MANAGEMENT HOLDINGS, LP 401(K) PLAN | GREENWICH CT | 1,966 | $396.2M | $9.2M |
| 2 | QUIDELORTHO CORPORATION QUIDELORTHO SAVINGS AND RETIREMENT PLAN | SAN DIEGO CA | 3,709 | $584.1M | $5.1M |
| 3 | TELESOFT, LLC DBA MDSL CALERO-MDSL 401(K) PLAN |
PHOENIX AZ |
| 532 |
| $46.6M |
| $657K |
| 4 | PETER THOMAS ROTH LABS LLC PETER THOMAS ROTH LABS LLC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 132 | $6.6M | $521K |
| 5 | NESTE US, INC. NESTE RETIREMENT SAVINGS PLAN | HOUSTON TX | 205 | $30.4M | $423K |
| 6 | SHEPLEY BULFINCH RICHARDSON AND ABBOTT SHEPLEY BULFINCH RICHARDSON AND ABBOTT, INCORPORATED PROFIT SHARING PLAN | BOSTON MA | 179 | $40.2M | $414K |
| 7 | AEVA, INC. AEVA RETIREMENT PLAN | MOUNTAIN VIEW CA | 230 | $25.9M | $266K |
| 8 | PLAYERS EDGE SERVICES, INC. PLAYERS EDGE SERVICES RETIREMENT PLAN | EL SEGUNDO CA | 261 | $8.0M | $188K |
| 9 | GREENLIGHT NETWORKS LLC GREENLIGHT NETWORKS LLC 401(K) PROFIT SHARING PLAN & TRUST | ROCHESTER NY | 155 | $7.1M | $181K |
| 10 | SPOTON TECHNOLOGIES, INC. SPOTON TRANSACT 401(K) PLAN | SAN FRANCISCO CA | 1,117 | $37.3M | $179K |
