Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Columbia Dividend Income Instl 3 in their Schedule of Assets, totaling $60.6M 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 | MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH AND DULY HEALTH AND CARE 401(K) PLAN | DOWNERS GROVE IL | 6,585 | $1.1B | $24.0M |
| 2 | SUMMIT MATERIALS LLC SUMMIT MATERIALS 401(K) RETIREMENT PLAN | DENVER CO | 6,565 | $468.9M | $9.9M |
| 3 | RIVIAN, LLC RIVIAN, LLC 401(K) PLAN |
IRVINE CA |
| 14,247 |
| $567.3M |
| $7.1M |
| 4 | HANNOVER LIFE REASSURANCE COMPANY OF AMERICA HANNOVER LIFE REASSURANCE COMPANY OF AMERICA RETIREMENT PLAN | ORLANDO FL | 321 | $160.4M | $3.8M |
| 5 | BETHPAGE FEDERAL CREDIT UNION BETHPAGE FEDERAL CREDIT UNION 401(K) THRIFT PLAN | BETHPAGE NY | 853 | $107.4M | $3.6M |
| 6 | RADIOLOGY ASSOCIATES OF TALLAHASSEE, P.A. RADIOLOGY ASSOCIATES OF TALLAHASSEE, P.A. 401(K) PROFIT SHARING PLAN | TALLAHASSEE FL | 192 | $42.4M | $2.5M |
| 7 | AJAX PAVING INDUSTRIES, INC. AJAX PAVING INDUSTRIES, INC. 401(K) PLAN | TROY MI | 122 | $48.0M | $2.5M |
| 8 | AMERICAN RADIO TELEVISION CABLE, INC. AMERICAN RADIO TELEVISION 401(K) PLAN | CHARLOTTE NC | 315 | $19.0M | $1.5M |
| 9 | TNTP, INC. THE NEW TEACHER PROJECT 403(B) PLAN | NEW YORK NY | 677 | $87.1M | $1.2M |
| 10 | HASSETT EXPRESS HOLDINGS, LLC HASSETT EXPRESS HOLDINGS, LLC 401(K) SAVINGS & INVESTMENT PLAN | OAKBROOK TERRACE IL | 79 | $17.0M | $1.1M |
