Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Columbia Dividend Income I2 in their Schedule of Assets, totaling $15.7M 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 | ATLANTIC AUTOMOTIVE CORP. ATLANTIC AUTOMOTIVE CORP. 401(K) PLAN | TOWSON MD | 2,794 | $149.4M | $5.5M |
| 2 | ASHFIELD HEALTHCARE, LLC INIZIO RETIREMENT PLAN | FT WASHINGTON PA | 2,200 | $139.8M | $4.6M |
| 3 | HANNAH MOTOR CO., INC. HANNAH MOTOR CO., INC. 401(K) PLAN |
VANCOUVER WA |
| 761 |
| $44.1M |
| $2.7M |
| 4 | SJE-RHOMBUS SJE-RHOMBUS 401(K) PLAN | DETROIT LAKES MN | 502 | $53.7M | $1.2M |
| 5 | THE NEIL JONES FOOD COMPANY THE NEIL JONES FOOD COMPANY 401(K) PLAN | VANCOUVER WA | 289 | $29.8M | $605K |
| 6 | RAINIER INDUSTRIES, LTD. RAINIER INDUSTRIES LTD. 401(K) AND PROFIT SHARING PLAN | TUKWILA WA | 203 | $14.3M | $523K |
| 7 | WP6 RESTAURANT MGT. GROUP, LLC WOLFGANG PUCK GROUP 401(K) PLAN | LAS VEGAS NV | 749 | $16.0M | $328K |
| 8 | CORE HEALTH AND FITNESS, LLC CORE HEALTH AND FITNESS, LLC 401(K) PROFIT SHARING PLAN | VANCOUVER WA | 252 | $29.2M | $210K |
| 9 | PILLER AIMMCO, INC. PILLER AIMMCO, INC. 401(K) PLAN | WASHOUGAL WA | 108 | $4.1M | $8K |
