Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Columbia Dividend Income Fund Institutional Class in their Schedule of Assets, totaling $18.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PEPSI BOTTLING VENTURES LLC PEPSI BOTTLING VENTURES 401(K) PLAN | RALEIGH NC | 3,141 | $219.7M | $13.9M |
| 2 | ROCKWOOD CAPITAL, LLC ROCKWOOD CAPITAL 401(K) RETIREMENT PLAN | SAN FRANCISCO CA | 80 | $61.1M | $2.4M |
| 3 | LEEDSWORLD, INC. PCNA 401(K) PLAN |
NEW KENSINGTON PA |
| 1,810 |
| $84.1M |
| $997K |
| 4 | PRINCE RESORTS HAWAII, INC. THE PRINCE 401(K) PLAN | HONOLULU HI | 789 | $64.0M | $689K |
| 5 | R & P TECHNOLOGIES R & P TECHNOLOGIES 401(K) PROFIT SHARING PLAN & TRUST | DUBLIN PA | 329 | $22.9M | $419K |
