Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Columbia Dividend Income I3 Mutual fund in their Schedule of Assets, totaling $7.3M 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 | VICTREX USA, INC. VICTREX USA, INC. 401(K) RETIREMENT PLAN | WEST CONSHOHOCKEN PA | 97 | $31.9M | $2.4M |
| 2 | GIBNEY, ANTHONY & FLAHERTY, LLP GIBNEY, ANTHONY & FLAHERTY LLP PROFIT SHARING PLAN | NEW YORK NY | 109 | $56.6M | $1.6M |
| 3 | LEONARD HOLDING COMPANY LEONARD HOLDING COMPANY 401(K) PLAN |
SAN ANTONIO TX |
| 473 |
| $18.5M |
| $1.1M |
| 4 | REBUILD MANUFACTURING, LLC REBUILD MANUFACTURING 401(K) PLAN | FRAMINGHAM MA | 790 | $66.1M | $733K |
| 5 | HEADSPACE, INC. HEADSPACE 401(K) PLAN | SANTA MONICA CA | 718 | $59.1M | $444K |
| 6 | THE DAY PUBLISHING COMPANY THE DAY PUBLISHING COMPANY 401(K) SAVINGS AND INVESTMENT PLAN | NEW LONDON CT | 97 | $15.9M | $361K |
| 7 | CTW HOME HEALTH, LLC CIRCLE OF CARE 401(K) PLAN | SAN ANTONIO TX | 656 | $4.7M | $351K |
| 8 | TERRASCEND USA, INC. TERRASCEND USA, INC. 401(K) SAVINGS PLAN | UNION CITY NJ | 914 | $10.7M | $157K |
| 9 | THIRD BRIDGE (US) INC. THIRD BRIDGE 401(K) PROFIT SHARING PLAN | NEW YORK NY | 394 | $18.4M | $122K |
| 10 | INDUSTRIAL SPECIALTY SERVICES USA LLC INDUSTRIAL SPECIALTY SERVICES USA 401(K) RETIREMENT PLAN | DEER PARK TX | 341 | $8.1M | $34K |
