Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Dividend Income I3 Fund Mutual Fund in their Schedule of Assets, totaling $3.1M 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 | ALIBABA.COM U.S. LLC ALIBABA.COM U.S. LLC 401(K) PLAN | SUNNYVALE CA | 340 | $100.1M | $1.7M |
| 2 | BELL-CARTER FOODS, LLC. BELL-CARTER FOODS, LLC EMPLOYEE RETIREMENT PLAN | WALNUT CREEK CA | 211 | $37.8M | $924K |
| 3 | VIRGINIA NATIONAL BANKSHARES CORPORATION VIRGINIA NATIONAL BANKSHARES CORPORATION 401(K) PROFIT SHARING PLAN |
CHARLOTTESVILLE VA |
| 156 |
| $18.8M |
| $520K |
