Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Dividend Income Inst2 Mutual fund in their Schedule of Assets, totaling $1.7M 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 | WORLD LEARNING, INC. WORLD LEARNING, INC. RETIREMENT PLAN | BRATTLEBORO VT | 446 | $88.5M | $887K |
| 2 | DOME CONSTRUCTION CORPORATION DOME CONSTRUCTION CORPORATION SALARY DEFERRAL PLAN | SOUTH SAN FRANCISCO CA | 204 | $69.5M | $516K |
| 3 | SUN VALLEY COMMUNITY SCHOOL, INC. |
SUN VALLEY ID |
| 144 |
| $28.2M |
| $307K |