Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Columbia Dividend Income Inst in their Schedule of Assets, totaling $15.8M 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 | SRF CONSULTING GROUP, INC. SRF CONSULTING, INC. PROFIT SHARING PLAN | MINNEAPOLIS MN | 379 | $90.0M | $5.8M |
| 2 | MESSERLI & KRAMER, P.A. MESSERLI & KRAMER, P.A. SAVINGS & RETIREMENT PLAN | MINNEAPOLIS MN | 274 | $45.9M | $3.6M |
| 3 | UBER FREIGHT US LLC UBER FREIGHT RETIREMENT SAVINGS PLAN |
FRISCO TX |
| 3,081 |
| $212.5M |
| $3.4M |
| 4 | CUTRALE CITRUS JUICES USA, INC CUTRALE USA RETIREMENT SAVINGS PLAN | AUBURNDALE FL | 249 | $19.1M | $866K |
| 5 | CARLOW UNIVERSITY CARLOW UNIVERSITY DEFINED CONTRIBUTION PLAN | PITTSBURGH PA | 369 | $56.1M | $562K |
| 6 | GETWELLNETWORK, INC. GETWELLNETWORK, INC. 401(K) PLAN | BETHESDA MD | 215 | $25.3M | $486K |
| 7 | THE ALFRED & ADELE DAVIS ACADEMY THE ALFRED & ADELE DAVIS ACADEMY, INC. DC PLAN | ATLANTA GA | 95 | $18.9M | $359K |
| 8 | CENTREX DISTRIBUTORS, LLC CENTREX DISTRIBUTORS, INC. UNION EMPLOYEES' PENSION PLAN | WEST GREENWICH RI | 99 | $7.7M | $332K |
| 9 | EMCOR FACILITIES SERVICES, INC. ENERGY SYSTEMS INDUSTRIES, INC. RETIREMENT INCOME PLAN | NORWALK CT | 6 | $3.4M | $173K |
| 10 | SANY AMERICA, INC. SANY AMERICA, INC. 401(K) PLAN | PEACHTREE CITY GA | 237 | $17.1M | $129K |
