Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Columbia Dividend Income Inst3 Registered Investment Company in their Schedule of Assets, totaling $10.5M 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 | FOSTER, SWIFT, COLLINS & SMITH, P.C. FOSTER, SWIFT, COLLINS & SMITH, P.C. EMPLOYEE PROFIT SHARING PLAN | LANSING MI | 203 | $82.7M | $5.4M |
| 2 | MICROWORKS AMERICA, INC. SK MICROWORKS AMERICA, INC. 401(K) PROFIT SHARING PLAN | COVINGTON GA | 174 | $34.4M | $2.3M |
| 3 | THE COOPER UNION FOR THE ADVANCEMENT OF SCIENCE AND ART |
NEW YORK NY |
| 332 |
| $155.7M |
| $2.0M |
| 4 | JORDAN & SKALA ENGINEERS, INC. JSE 401(K) PLAN | NORCROSS GA | 274 | $28.6M | $763K |
| 5 | HUNT & SONS, INC. HUNT & SONS, INC. 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 452 | $14.8M | $99K |
