Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Dividend Income Mutual fund N/R in their Schedule of Assets, totaling $28.3M 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 CARLYLE GROUP EMPLOYEE CO., L.L.C. THE CARLYLE GROUP 401(K) PLAN | WASHINGTON DC | 1,521 | $471.0M | $15.0M |
| 2 | STEPHENS SHARED SERVICES LLC STEPHENS EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | LITTLE ROCK AR | 1,399 | $409.3M | $13.3M |
