Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 35 U.S. retirement plans report holding Columbia Dividend Income I3 Columbia 0 in their Schedule of Assets, totaling $29.5M 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 | CAH HOLDINGS, INC. CAH HOLDINGS INC SECTION 401(K) PROFIT SHARING PLAN | BIRMINGHAM AL | 583 | $58.3M | $4.5M |
| 2 | EVERENCE SERVICES, LLC EVERENCE SERVICES, LLC 401(K) PLAN | GOSHEN IN | 393 | $61.4M | $3.1M |
| 3 | HEMATOLOGY-ONCOLOGY ASSOCIATES OF CENTRAL NEW YORK, P.C. |
EAST SYRACUSE NY |
| 338 |
| $73.1M |
| $2.8M |
| 4 | TEAGUE NALL AND PERKINS, INC TEAGUE NALL AND PERKINS, INC 401(K) RETIREMENT PLAN | FORT WORTH TX | 236 | $38.9M | $2.6M |
| 5 | ALABAMA MEDICAL GROUP P.C. ALABAMA MEDICAL GROUP 401(K) PSP | MOBILE AL | 142 | $23.8M | $2.1M |
| 6 | YOUTH IN NEED, INC. YOUTH IN NEED, INC. 401(K) PLAN | ST. CHARLES MO | 299 | $9.4M | $1.5M |
| 7 | THE RFA GROUP, INC. THE RFA GROUP RETIREMENT SAVINGS PLAN | EDEN PRAIRIE MN | 500 | $39.9M | $1.3M |
| 8 | BROWN GIBBONS LANG & COMPANY LLC BROWN GIBBONS LANG & CO LLC 401K SAVINGS PLAN | CLEVELAND OH | 153 | $25.2M | $1.3M |
| 9 | CROSS SOUND FERRY & COMPANIES CROSS SOUND FERRY & COMPANIES 401(K) / PS PLAN | NEW LONDON CT | 278 | $40.3M | $1.1M |
| 10 | HRM ENTERPRISES, INC. HRM ENTERPRISES, INC. 401(K) PLAN | HARTVILLE OH | 611 | $22.1M | $1.0M |
