Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 98 U.S. retirement plans report holding Columbia: Dividend Income Fund in their Schedule of Assets, totaling $372.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TRAPEZE SOFTWARE GROUP, INC. CONSTELLATION SOFTWARE (U.S.A.) INC. RETIREMENT SAVINGS PLAN | ROSEMONT IL | 12,026 | $1.4B | $75.5M |
| 2 | GENUINE PARTS COMPANY GENUINE PARTS COMPANY 401(K) SAVINGS PLAN | ATLANTA GA | 31,464 | $2.5B | $65.8M |
| 3 | BARNABAS HEALTH INC. RWJBARNABAS HEALTH 401(K) SAVINGS PLAN |
WEST ORANGE NJ |
| 28,586 |
| $3.0B |
| $36.4M |
| 4 | HORIBA INSTRUMENTS INCORPORATED HORIBA INSTRUMENTS INCORPORATED 401(K) PLAN | IRVINE CA | 865 | $190.1M | $17.5M |
| 5 | THE COCA-COLA BOTTLERS ASSOCIATION THE COCA-COLA BOTTLERS' ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 14,105 | $961.6M | $14.0M |
| 6 | VENTURA FOODS, LLC VENTURA FOODS, LLC PROFIT SHARING 401(K) PLAN | BREA CA | 2,463 | $344.5M | $13.8M |
| 7 | ST. LUKE'S HEALTH NETWORK, INC. ST. LUKE'S HEALTH NETWORK 403(B) PLAN | ALLENTOWN PA | 20,984 | $810.2M | $12.4M |
| 8 | TRUSTEES OF LDC PENSION FUND FOR BALTIMORE AND VICINITY LABORERS' DISTRICT COUNCIL PENSION FUND FOR BALTIM | COLUMBIA MD | 644 | $85.6M | $10.6M |
| 9 | LANDSCAPE STRUCTURES, INC. LANDSCAPE STRUCTURES, INC. 401(K) PROFIT SHARING PLAN | DELANO MN | 625 | $76.8M | $9.8M |
| 10 | BWBR ARCHITECTS, INC. BWBR ARCHITECTS, INC. PROFIT SHARING AND 401(K) PLAN | ST. PAUL MN | 184 | $55.8M | $8.9M |
