Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Columbia Dividend Income Inst3 Mutual fund in their Schedule of Assets, totaling $14.6M 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 | IES HOLDINGS, INC RETIREMENT SAVINGS PLAN IES HOLDINGS, INC RETIREMENT SAVINGS PLAN | HOUSTON TX | 9,988 | $233.8M | $5.7M |
| 2 | DUDEK DUDEK 401(K) PLAN | ENCINITAS CA | 908 | $90.7M | $2.6M |
| 3 | APPIAN CORPORATION APPIAN CORPORATION 401(K) PLAN |
| 1,339 |
| $237.6M |
| $1.3M |
| 4 | SAFE HORIZON, INC. SAFE HORIZON 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 943 | $31.3M | $836K |
| 5 | SCOTTSDALE BIBLE CHURCH SCOTTSDALE BIBLE CHURCH 403(B) PLAN | SCOTTSDALE AZ | 242 | $10.0M | $812K |
| 6 | ROEBBELEN MANAGEMENT, INC. ROEBBELEN MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | EL DORADO HILLS CA | 196 | $31.6M | $707K |
| 7 | MERSINO DEWATERING, LLC MERSINO DEWATERING, LLC 401(K) PLAN | DAVISON MI | 510 | $16.6M | $635K |
| 8 | SAN FRANCISCO MUSEUM OF MODERN ART SAN FRANCISCO MUSEUM OF MODERN ART RETIREMENT PLAN | SAN FRANCISCO CA | 603 | $73.2M | $475K |
| 9 | CARDIGAN MOUNTAIN SCHOOL CARDIGAN MOUNTAIN SCHOOL DC RETIREMENT PLAN | CAANAN NH | 124 | $27.1M | $463K |
| 10 | SAFE HORIZON, INC. SAFE HORIZON 401(A) RETIREMENT SAVINGS PLAN | NEW YORK NY | 708 | $20.7M | $377K |
