Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Columbia Dividend Income Inst3 # in their Schedule of Assets, totaling $43.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOUISIANA MACHINERY COMPANY, L.L.C. LOUISIANA MACHINERY COMPANY, L. L. C. 401(K) PLAN | RESERVE LA | 1,003 | $76.8M | $9.0M |
| 2 | MORTON INVESTMENT COMPANY LLC MORTON SALT 401(K) SAVINGS PLAN | OVERLAND PARK KS | 1,845 | $356.5M | $8.9M |
| 3 | MILEONE AUTOGROUP, INC. MILEONE AUTOGROUP, INC. 401(K) PLAN |
TOWSON MD |
| 2,863 |
| $190.5M |
| $5.8M |
| 4 | VIEWPOINT EDUCATIONAL FOUNDATION VIEWPOINT EDUCATIONAL FOUNDATION 403(B)PLAN | CALABASAS CA | 278 | $75.1M | $3.9M |
| 5 | INSULATORS LOCAL NO. 23 ANNUITY FUND INSULATORS LOCAL NO. 23 ANNUITY FUND | GRANTVILLE PA | 315 | $33.7M | $3.1M |
| 6 | RIALTO MANAGEMENT GROUP, LLC RIALTO ASSOCIATE SERVICES, LLC 401(K) PLAN | MIAMI FL | 317 | $56.0M | $3.1M |
| 7 | BURGESS & NIPLE INC. BURGESS & NIPLE PROFIT SHARING PLAN AND TRUST | COLUMBUS OH | 585 | $132.0M | $2.3M |
| 8 | TRIBE513, PA TRIBE513, PA 401(K) RETIREMENT PLAN | GREENVILLE SC | 630 | $16.8M | $1.4M |
| 9 | KOHN PEDERSEN FOX ASSOCIATES, P.C. KOHN PEDERSEN FOX ASSOCIATES, P. C. 401K EMPLOYEE SAVINGS AND PROFIT SHARING PLAN | NEW YORK NY | 389 | $104.9M | $1.2M |
| 10 | LANDESBANK HESSEN-THURINGEN GIROZENTRALE LANDESBANK HESSEN-THURINGEN GIROZENTRALE - NEW YORK BRANCH 401(K) PLAN & TRUST | NEW YORK NY | 95 | $74.9M | $972K |
