Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding Columbia Dividend Income Fund Institutional 3 Class - in their Schedule of Assets, totaling $17.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ENOVIS CORPORATION ENOVIS 401(K) SAVINGS PLAN PLUS | WILMINGTON DE | 2,078 | $292.4M | $4.3M |
| 2 | CONNECTICUT EYE CONSULTANTS PC CONNECTICUT EYE CONSULTANTS PC 401(K) PROFIT SHARING PLAN & TRUST | DANBURY CT | 121 | $30.9M | $2.3M |
| 3 | CITATION OIL & GAS CORP. CITATION OIL & GAS CORP. RETIREMENT SAVINGS PLAN |
HOUSTON TX |
| 496 |
| $99.9M |
| $2.2M |
| 4 | THE SHUBERT ORGANIZATION, INC. SHUBERT 401(K) SAVINGS PLAN | NEW YORK NY | 391 | $81.4M | $1.2M |
| 5 | BRACEBRIDGE CAPITAL, LLC BRACEBRIDGE CAPITAL, LLC 401(K) PROFIT SHARING PLAN | BOSTON MA | 166 | $95.4M | $957K |
| 6 | AMERICAN DIABETES ASSOCIATION AMERICAN DIABETES ASSOCIATION 403(B) RETIREMENT SAVINGS PLAN | ARLINGTON VA | 433 | $42.5M | $855K |
| 7 | OB-GYN ASSOCIATES OF ERIE, P.C. OB-GYN ASSOCIATES OF ERIE 401(K) PROFIT SHARING PLAN | ERIE PA | 162 | $17.4M | $686K |
| 8 | PROVIDENT FUNDING ASSOCIATES, L.P. PROVIDENT FUNDING 401(K) PLAN | SANTA ROSA CA | 376 | $36.2M | $674K |
| 9 | ACCOUNTABLE HEALTHCARE STAFFING, ACCOUNTABLE HEALTHCARE STAFFING, INC. PROFIT SHARING PLAN | NORTH RICHLAND HILLS TX | 559 | $12.4M | $615K |
| 10 | KINGDOM OF THE NETHERLANDS, AS REPRESENTED BY ITS AMBASSADOR IN THE UN U.S. DUTCH MISSIONS SAVINGS PLAN | WASHINGTON DC | 151 | $31.9M | $525K |
