Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Columbia Dividend Income Inst 3 in their Schedule of Assets, totaling $3.5M 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 | NET HEALTH SYSTEMS, INC. NET HEALTH SYSTEMS, INC. PROFIT SHARING PLAN AND TRUST | PITTSBURGH PA | 546 | $62.2M | $1.5M |
| 2 | DAWSON CONSTRUCTION, LLC DAWSON CONSTRUCTION, LLC RETIREMENT PLAN | BELLINGHAM WA | 244 | $12.7M | $1.0M |
| 3 | MILBER, MAKRIS, PLOUSADIS & SEIDEN LLP |
WOODBURY NY |
| 280 |
| $30.9M |
| $546K |
| 4 | SIE HOLDINGS, INC. SIE HOLDINGS, INC. 401(K) RETIREMENT PLAN | CHARLOTTE NC | 481 | $28.2M | $296K |
| 5 | SLANG WORLDWIDE, INC. SLANG WORLDWIDE, INC. 401(K) PLAN | DENVER CO | 31 | $3.7M | $120K |