Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Columbia Dividend Income Instl3 in their Schedule of Assets, totaling $6.6M 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 | IOP EDELBROCK HOLDINGS, INC. EDELBROCK GROUP 401(K) RETIREMENT PLAN | OLIVE BRANCH MS | 787 | $35.5M | $2.6M |
| 2 | HOBART AND WILLIAM SMITH COLLEGES HOBART AND WILLIAM SMITH COLLEGES RETIREMENT PLAN | GENEVA NY | 651 | $240.5M | $2.4M |
| 3 | DRIFTWOOD HOSPITALITY MANAGEMENT, LLC |
NORTH PALM BEACH FL |
| 3,193 |
| $32.9M |
| $682K |
| 4 | JOHNSTECH INTERNATIONAL, CORPORATION JOHNSTECH INTERNATIONAL 401(K) RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 80 | $23.2M | $596K |
| 5 | MARATHON HEALTH, LLC. MARATHON HEALTH, LLC. 401(K) PLAN | INDIANAPOLIS IN | 1,516 | $81.1M | $281K |
| 6 | SEMCAC SEMCAC 401K PROFIT SHARING PLAN | RUSHFORD MN | 267 | $4.9M | $117K |
