Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Dividend Income Fund Mutual Fund NR in their Schedule of Assets, totaling $23.2M 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 | BLOOMBERG INDUSTRY GROUP, INC. BLOOMBERG INDUSTRY GROUP, INC. 401(K) PLAN | ARLINGTON VA | 1,267 | $447.0M | $20.0M |
| 2 | THE REPORTS AND REQUIREMENTS COMPANY, LLC RENXTECH 401(K) PLAN | MCLEAN VA | 288 | $47.6M | $1.9M |
| 3 | BUCHANAN & EDWARDS, INC. BUCHANAN & EDWARDS 401(K) PLAN |
MCLEAN VA |
| 203 |
| $30.5M |
| $853K |
| 4 | RENXTECH, LLC RENXTECH, LLC 401(K) PROFIT SHARING PLAN | MCLEAN VA | 110 | $14.1M | $499K |
