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 - in their Schedule of Assets, totaling $1.6M 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 | PROVIDENCE ANESTHESIOLOGY ASSOCIATES P.A. PROVIDENCE ANESTHESIOLOGY ASSOCIATES, P.A. PROFIT SHARING 401(K) PLAN | CHARLOTTE NC | 267 | $124.3M | $1.0M |
| 2 | BURBANK HOUSING MANAGEMENT CORPORATION BURBANK HOUSING MANAGEMENT CORPORATION TAX DEFERRED ANNUITY | SANTA ROSA CA | 186 | $6.2M | $490K |
| 3 | KEY MANAGEMENT COMPANY |
WICHITA KS |
| 134 |
| $5.4M |
| $17K |
