Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Columbia Dividend Income Fund Mutual fund N/A in their Schedule of Assets, totaling $25.9M 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 | ALTRU HEALTH SYSTEM ALTRU HEALTH SYSTEM RETIREMENT SAVINGS PLAN 401K | GRAND FORKS ND | 2,877 | $495.3M | $13.1M |
| 2 | MOORE HOLDING COMPANY MOORE HOLDING COMPANY PROFIT SHARING 401(K) PLAN | WEST FARGO ND | 237 | $47.3M | $4.8M |
| 3 | IVANTI, INC. IVANTI INC. 401(K) PLAN |
SOUTH JORDAN UT |
| 930 |
| $216.4M |
| $3.8M |
| 4 | WESTFIELD DISTRIBUTING (ND), INC. AGI 401(K) RETIREMENT PLAN | NAPERVILLE IL | 580 | $49.4M | $2.4M |
| 5 | SHOWPLACE WOOD PRODUCTS, INC. SHOWPLACE WOOD PRODUCTS, INC. 401(K) RETIREMENT PLAN | HARRISBURG SD | 614 | $35.1M | $947K |
| 6 | GLOBAL INDUSTRIES, INC. GLOBAL INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | CLAY CENTER KS | 209 | $26.4M | $635K |
| 7 | EPILOG CORPORATION EPILOG CORPORATION PROFIT SHARING PLAN | GOLDEN CO | 134 | $28.4M | $211K |
| 8 | KRU LTD. D/B/A FEED ENERGY COMPANY FEED ENERGY COMPANY AND RIVERHEAD RESOURCES, LLC RETIREMENT SAVINGS PLAN | PLEASANT HILL IA | 123 | $10.4M | $48K |
| 9 | EMA DESIGN AUTOMATION INC EMA DESIGN AUTOMATION INC 401(K) PROFIT SHARING PLAN & TRUST | ROCHESTER NY | 84 | $11.6M | $1K |
