Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Columbia Dividend Income Mutual fund -- in their Schedule of Assets, totaling $53.0M 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 | SORENSON COMMUNICATIONS LLC. SORENSON COMMUNICATIONS, LLC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 6,108 | $316.5M | $32.4M |
| 2 | CLAYTON, DUBILIER & RICE HOLDINGS, L.P. CLAYTON, DUBILIER & RICE HOLDINGS, L.P. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 234 | $68.6M | $4.0M |
| 3 | ELIASSEN GROUP, LLC. |
READING MA |
| 2,790 |
| $137.0M |
| $3.6M |
| 4 | ABSHER HOLDING COMPANY ABSHER HOLDING COMPANY 401(K) PLAN | PUYALLUP WA | 191 | $32.1M | $3.5M |
| 5 | KEG 1 O'NEAL LLC KEG 1 401(K) PLAN | WEATHERFORD TX | 377 | $23.0M | $3.2M |
| 6 | JULY BUSINESS SERVICES JULY BUSINESS SERVICES 401(K) PLAN | WACO TX | 234 | $26.2M | $1.6M |
| 7 | STRATUS.HR STRATUS.HR RETIREMENT PLAN | SANDY UT | 3,166 | $63.7M | $765K |
| 8 | RAIDERS FOOTBALL CLUB, LLC LAS VEGAS RAIDERS 401(K) RETIREMENT PLAN | HENDERSON NV | 934 | $47.6M | $687K |
| 9 | AGUA CALIENTE BAND OF CAHUILLA INDIANS AGUA CALIENTE BAND OF CAHUILLA INDIANS/SPA HOTEL & CASINO 401(K) PLAN | PALM SPRINGS CA | 3,078 | $98.8M | $419K |
| 10 | ENSTRUCTURE LLC ENSTRUCTURE 401(K) PLAN | WELLESLEY MA | 1,438 | $30.6M | $404K |
