Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Columbia Dividend Income Fund Mutual fund in their Schedule of Assets, totaling $6.1M 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 | FORT WORTH COUNTRY DAY SCHOOL FORT WORTH COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | FORT WORTH TX | 217 | $43.2M | $3.3M |
| 2 | TELECARE CORP. TELECARE CORPORATION - RETIREMENT PLAN FOR LA CASA EMPLOYEES REPRESENTED BY SEIU-UHW UNITED HEALTHCARE WORKERS WEST | ALAMEDA CA | 138 | $4.3M | $2.0M |
| 3 |
MIAMIMSBURG OH |
| 119 |
| $15.1M |
| $476K |
| 4 | REVOLUTION SUSTAINABLE SOLUTIONS LLC REVOLUTION 401(K) PLAN | LITTLE ROCK AR | 1,349 | $28.8M | $187K |
| 5 | RESPIRATORY SLEEP SOLUTIONS, LLC RESPIRATORY SLEEP SOLUTIONS, LLC 401(K) PLAN | IRVING TX | 302 | $9.5M | $46K |
| 6 | LATHAM CENTERS, INC. LATHAM CENTERS RETIREMENT PLAN | YARMOUTH PORT MA | 255 | $9.4M | $39K |
| 7 | ERUS HOLDINGS, LLC MY 401K PLAN, LLC RETIREMENT PLAN | PHOENIX AZ | 210 | $957K | $5K |
