Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Columbia Dividend Income Fund Institutional 3 Mutual fund in their Schedule of Assets, totaling $27.9M 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 | WILSON SONSINI GOODRICH & ROSATI, PC WSGR 401(K) AND PROFIT SHARING PLAN | PALO ALTO CA | 1,984 | $1.0B | $27.0M |
| 2 | HEARTLAND VETERINARY PARTNERS HEARTLAND VETERINARY PARTNERS 401(K) PLAN | CHICAGO IL | 3,403 | $33.7M | $441K |
| 3 | BUILD-A-BEAR WORKSHOP, INC. |
ST. LOUIS MO |
| 2,993 |
| $44.0M |
| $164K |
| 4 | KATEEVA, INC KATEEVA RETIREMENT PLAN | NEWARK CA | 70 | $17.9M | $152K |
| 5 | EPIC ENTERPRISES INC EPIC CPF 401(K) PLAN | AYER MA | 425 | $35.7M | $96K |
| 6 | GREAT ELM HEALTHCARE, LLC STRUNK HR, LLC 401(K) PLAN | MESA AZ | 332 | $5.8M | $87K |
