Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 71 U.S. retirement plans report holding Columbia Dividend Income Fund Mutual fund - in their Schedule of Assets, totaling $141.2M 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 | QUINN EMANUEL URQUHART & SULLIVAN, LLP QUINN EMANUEL URQUHART & SULLIVAN, LLP 401(K) PLAN | LOS ANGELES CA | 860 | $432.9M | $16.2M |
| 2 | PROTIVITI INC PROTIVITI INC. 401K AND PROFIT SHARING PLAN | SAN RAMON CA | 4,976 | $814.1M | $15.9M |
| 3 | XPERI INC. XPERI INC. 401(K) PLAN |
CALABASAS CA |
| 695 |
| $387.6M |
| $13.4M |
| 4 | ALEXANDRIA REAL ESTATE EQUITIES, INC. ALEXANDRIA REAL ESTATE EQUITIES, INC. 401(K) PROFIT SHARING PLAN | PASADENA CA | 537 | $207.5M | $8.4M |
| 5 | NCTA - THE INTERNET & TELEVISION ASSOCIATION NCTA 401(K) PLAN | WASHINGTON DC | 83 | $66.7M | $7.6M |
| 6 | ACADEMY SPORTS & OUTDOORS ACADEMY, LTD. 401(K) PROFIT SHARING PLAN | KATY TX | 23,635 | $364.8M | $7.1M |
| 7 | ENCYCLOPAEDIA BRITANNICA, INC. ENCYCLOPAEDIA BRITANNICA SAVINGS PLAN | CHICAGO IL | 251 | $59.0M | $6.1M |
| 8 | ECONTROLS, LLC ECONTROLS, LLC 401K PROFIT SHARING PLAN | SAN ANTONIO TX | 490 | $54.1M | $4.1M |
| 9 | AGILYSYS, INC. THE RETIREMENT PLAN OF AGILYSYS, INC. | ALPHARETTA GA | 498 | $138.3M | $3.8M |
| 10 | NIKOLA CORPORATION NIKOLA CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | TEMPE AZ | 946 | $58.1M | $3.8M |
