Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Columbia Dividend Income Inst3 Mutual Funds in their Schedule of Assets, totaling $25.5M 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 | DEL MONTE FRESH PRODUCE COMPANY DEL MONTE FRESH PRODUCE COMPANY INCENTIVE SAVINGS & SECURITY PLAN | CORAL GABLES FL | 1,055 | $92.4M | $9.4M |
| 2 | STONEHILL COLLEGE STONEHILL COLLEGE 403(B) RETIREMENT SAVINGS PLAN | NORTH EASTON MA | 815 | $239.9M | $6.0M |
| 3 | MICROWORKS AMERICA, INC. |
COVINGTON GA |
| 174 |
| $34.4M |
| $2.3M |
| 4 | ECONTROLS, LLC ECONTROLS, LLC 401K PROFIT SHARING PLAN | SAN ANTONIO TX | 490 | $54.1M | $2.1M |
| 5 | TEAM BRANDT, LLC TEAM BRANDT, LLC 401(K) AND PROFIT SHARING PLAN | SPRINGFIELD IL | 678 | $88.0M | $1.6M |
| 6 | WINDY CITY WIRE, CABLE AND TECHNOLOGY PRODUCTS, LLC WINDY CITY WIRE 401(K) PLAN | BOLINGBROOK IL | 319 | $29.0M | $1.5M |
| 7 | BLACK MANN & GRAHAM LLP BLACK MANN & GRAHAM LLP 401(K) PROFIT SHARING PLAN AND TRUST | FLOWER MOUND TX | 83 | $13.8M | $1.2M |
| 8 | SHUTTLEWORTH & INGERSOLL, P.L.C. SHUTTLEWORTH & INGERSOLL, P.L.C. 401(K) PLAN | CEDAR RAPIDS IA | 103 | $43.8M | $926K |
| 9 | SUMMIT MORTGAGE CORPORATION SUMMIT MORTGAGE 401(K) RETIREMENT PLAN | PLYMOUTH MN | 136 | $17.8M | $242K |
| 10 | TUNICA-BILOXI INDIANS OF LOUISIANA TUNICA-BILOXI INDIANS OF LOUISIANA 401(K) SAVINGS PLAN | MARKSVILLE LA | 1,020 | $22.1M | $179K |
