Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Columbia Dividend Income Mutual funds in their Schedule of Assets, totaling $13.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PANTHERS FOOTBALL, LLC TEPPER SPORTS & ENTERTAINMENT 401(K) PLAN | CHARLOTTE NC | 464 | $60.1M | $6.6M |
| 2 | BAYTEX ENERGY USA, INC. BAYTEX ENERGY USA, INC. 401K PLAN | HOUSTON TX | 143 | $22.0M | $2.0M |
| 3 | RANGER OIL CORPORATION RANGER OIL CORPORATION 401K PLAN |
HOUSTON TX |
| 138 |
| $19.2M |
| $1.8M |
| 4 | FORD COMPONENT SALES, LLC FORD COMPONENT SALES, LLC EMPLOYEE SAVINGS PLAN | DEARBORN MI | 116 | $52.0M | $1.1M |
| 5 | DERBY INDUSTRIES, LLC DERBY INDUSTRIES, LLC 401(K) RETIREMENT PLAN | LOUISVILLE KY | 640 | $13.9M | $668K |
| 6 | ARM GROUP LLC ARM GROUP ENTERPRISES 401(K) PLAN | HERSHEY PA | 267 | $31.9M | $347K |
| 7 | PAT MILLIKEN FORD, INC. PAT MILLIKEN FORD, INC. PLAN | REDFORD MI | 174 | $21.9M | $270K |
| 8 | MERCURY AVIATION COMPANIES, LLC MERCURY AVIATION 401(K) PLAN | TORRANCE CA | 122 | $6.6M | $140K |
| 9 | UROLOGY PARTNERS OF NORTH TEXAS, PLLC UROLOGY PARTNERS OF NORTH TEXAS, PLLC 401(K) PLAN | ARLINGTON TX | 325 | $11.2M | $126K |
| 10 | BLUEWATER TECHNOLOGIES GROUP, INC. BLUEWATER TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN | WIXOM MI | 178 | $14.9M | $120K |
