Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Dividend Income Institutional Mutual Fund in their Schedule of Assets, totaling $488K 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 | THE PEOPLE'S CREDIT UNION THE PEOPLE'S CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | MIDDLETOWN RI | 32 | $14.6M | $294K |
| 2 | NEWBURY FRANKLIN INDUSTRIALS LLC NFI 401(K) PLAN | BUFFALO NY | 351 | $8.2M | $194K |
