Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Dividend Income Fund Instl 3 Cl Mutual Fund in their Schedule of Assets, totaling $9.0M 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 | LIRO ENGINEERS, INC. LIRO GROUP 401(K) PLAN | SYOSSET NY | 1,103 | $175.8M | $7.3M |
| 2 | ENGINEERED PRECISION CASTING COMPANY ENGINEERED PRECISION CASTING COMPANY RETIREMENT PLAN | MIDDLETOWN NJ | 51 | $15.0M | $1.7M |
