Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Columbia Dividend Income Instl 3 Mutual fund -- in their Schedule of Assets, totaling $13.0M 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 | ADVANTAGE CAPITAL MANAGEMENT CORPORATION ADVANTAGE CAPITAL 401(K) PLAN | NEW ORLEANS LA | 197 | $49.0M | $3.3M |
| 2 | MEDITERRANEAN SHIPPING COMPANY USA, INC. MSC (USA) HOLDINGS RETIREMENT PLAN | NEW YORK NY | 1,574 | $188.4M | $1.9M |
| 3 | KSS, INC. KALIBRATE 401(K) PROFIT SHARING PLAN |
LIVONIA MI |
| 145 |
| $17.0M |
| $1.4M |
| 4 | LIFESHARE NETWORK, INC. LIFESHARE NETWORK, INC. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 202 | $21.3M | $1.1M |
| 5 | LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC. LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 0 | $0 | $1.1M |
| 6 | TRESSLER LLP TRESSLER LLP 401(K) RETIREMENT PLAN | CHICAGO IL | 129 | $38.1M | $742K |
| 7 | BPN, LLP BPN, LLP RETIREMENT PLAN | VALHALLA NY | 144 | $15.3M | $607K |
| 8 | KINKISHARYO INTERNATIONAL, LLC KINKISHARYO INTERNATIONAL, LLC 401(K) PLAN | EL SEGUNDO CA | 179 | $23.6M | $517K |
| 9 | HONOR TECHNOLOGY, INC. HONOR TECHNOLOGY, INC. 401(K) PLAN | SAN MATEO CA | 2,098 | $38.1M | $477K |
| 10 | NYSTROM, INCORPORTATED NYSTROM, INCORPORATED EMPLOYEE SAVINGS & RETIREMENT PLAN | BROOKLYN PARK MN | 230 | $23.5M | $470K |
