Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Dividend Income Institutional Fund Mutual fund in their Schedule of Assets, totaling $14.2M 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 | ROBERT HALF INC. ROBERT HALF INC. 401(K) PLAN | SAN RAMON CA | 5,431 | $597.9M | $9.4M |
| 2 | ROBERT HALF INC. ROBERT HALF INC. 401(K) PLAN FOR CONTRACT TALENT AND FULL-TIME ENGAGEMENT PROFESSIONALS | SAN RAMON CA | 30,658 | $173.2M | $2.4M |
| 3 | UPSTART NETWORK, INC. UPSTART NETWORK, INC. 401(K) PLAN |
SAN MATEO CA |
| 1,179 |
| $97.9M |
| $2.3M |
| 4 | VISBY MEDICAL, INC. VISBY MEDICAL, INC. 401(K) P/S PLAN | SAN JOSE CA | 169 | $15.3M | $59K |
