Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Dividend Income Fund Instl 3 Mutual fund in their Schedule of Assets, totaling $3.3M 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 | QUALITY VISION INTERNATIONAL INC. QVI PROFIT SHARING RETIREMENT PLAN | ROCHESTER NY | 272 | $19.5M | $1.6M |
| 2 | FIRST WESTERN BANK & TRUST FIRST WESTERN BANK & TRUST 401(K) | MINOT ND | 308 | $43.7M | $896K |
| 3 | WHITTLESEY PC WHITTLESEY PC 401(K) RETIREMENT AND SAVINGS PLAN |
HARTFORD CT |
| 118 |
| $45.7M |
| $821K |
