Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 111 U.S. retirement plans report holding Columbia Dividend Income I3 in their Schedule of Assets, totaling $94.0M 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 | THE VERTEX COMPANIES, LLC THE VERTEX COMPANIES, LLC 401K PLAN | WEYMOUTH MA | 588 | $117.7M | $7.1M |
| 2 | AVITA HEALTH SYSTEM AVITA HEALTH SYSTEM EMPLOYEE 403B RETIREMENT PLAN | GALION OH | 2,200 | $104.6M | $6.5M |
| 3 | PRODUCTIVITY, INC. PRODUCTIVITY, INC. SAVINGS & PROFIT SHARING PLAN AND TRUST |
MINNEAPOLIS MN |
| 372 |
| $58.3M |
| $5.8M |
| 4 | ALBERT KEMPERLE, INC. ALBERT KEMPERLE, INC. RETIREMENT TRUST | HOLBROOK NY | 472 | $41.4M | $3.8M |
| 5 | INSMED INCORPRATED INSMED, INC. 401(K) PLAN AND TRUST | BRIDGEWATER NJ | 1,018 | $134.2M | $3.6M |
| 6 | CORPORATE FINANCE GROUP, INC. CFGI 401(K) PLAN | BOSTON MA | 902 | $104.6M | $2.9M |
| 7 | PELOTON INTERACTIVE, INC. PELOTON INTERACTIVE, INC. RETIREMENT PLAN | NEW YORK NY | 1,796 | $231.0M | $2.5M |
| 8 | AVINEON, INC. AVINEON, INC. 401(K) AND PROFIT SHARING PLAN | MCLEAN VA | 58 | $22.1M | $2.4M |
| 9 | WS AUDIOLOGY USA, INC. SIVANTOS PENSION PLAN | ISELIN NJ | 25 | $29.1M | $2.3M |
| 10 | WOODS OVIATT GILMAN, LLP WOODS OVIATT GILMAN, LLP 401(K) PLAN | ROCHESTER NY | 192 | $61.8M | $2.2M |
