Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Columbia Dividend Income I3 Fund " in their Schedule of Assets, totaling $26.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HAGERTY INSURANCE AGENCY, LLC HAGERTY INSURANCE AGENCY, LLC EMPLOYEE' 401(K) PLAN | TRAVERSE CITY MI | 1,570 | $162.6M | $15.2M |
| 2 | SARTORIUS CORPORATION SARTORIUS 401(K) SAVINGS PLAN | BOHEMIA NY | 1,461 | $218.2M | $4.8M |
| 3 | VENTAS, INC. VENTAS, INC. 401(K) PROFIT SHARING PLAN |
CHICAGO IL |
| 501 |
| $90.4M |
| $2.3M |
| 4 | PREIT SERVICES, LLC PREIT SERVICES, LLC PROFIT-SHARING 401(K) PLAN | PHILADELPHIA PA | 194 | $53.1M | $2.3M |
| 5 | RICHARDSON ELECTRONICS, LTD. RICHARDSON ELECTRONICS, LTD. EMPLOYEES PROFIT SHARING PLAN AND TRUST AGREEMENT | LAFOX IL | 302 | $59.4M | $1.7M |
