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 Registered investment company in their Schedule of Assets, totaling $3.0M 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 | CALIFORNIA ACADEMY OF SCIENCES CALIFORNIA ACADEMY OF SCIENCES DEFINED CONTRIBUTION PLAN | SAN FRANCISCO CA | 611 | $94.7M | $1.1M |
| 2 | MASONITE CORPORATION MASONITE SAVINGS PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES | TAMPA FL | 450 | $28.9M | $977K |
| 3 | SANDIA AREA FEDERAL CREDIT UNION |
ALBUQUERQUE NM |
| 144 |
| $15.9M |
| $951K |
