Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding Columbia Dividend Income - in their Schedule of Assets, totaling $80.3M 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 | BOWMAN AND BROOKE LLP BOWMAN AND BROOKE LLP RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 407 | $194.3M | $19.4M |
| 2 | ALIXPARTNERS, LLP ALIXPARTNERS 401(K) SAVINGS AND FIRM CONTRIBUTION PLAN | SOUTHFIELD MI | 1,844 | $601.7M | $17.3M |
| 3 | FREEPORT HEALTH NETWORK FHN MATCHING TAX DEFERRED ANNUITY PLAN |
FREEPORT IL |
| 1,608 |
| $158.4M |
| $5.6M |
| 4 | NU SKIN ENTERPRISES, INC. RETIRE READY 401(K) PLAN | PROVO UT | 1,383 | $237.2M | $4.6M |
| 5 | NEIGHBORCARE HEALTH 403(B) THRIFT PLAN FOR NEIGHBORCARE HEALTH | SEATTLE WA | 697 | $71.1M | $4.6M |
| 6 | MINER'S INC. MINER'S, INC. 401(K) PLAN | HERMANTOWN MN | 3,042 | $73.1M | $4.4M |
| 7 | SAG, LLC. SOFTWARE AG, LLC PROFIT SHARING PLAN | RESTON VA | 241 | $231.1M | $4.0M |
| 8 | SAG, LLC. SOFTWARE AG USA, INC. PROFIT SHARING PLAN | RESTON VA | 521 | $254.8M | $3.6M |
| 9 | EDELBROCK COMP PARENT INC. EDELBROCK GROUP 401(K) RETIREMENT PLAN | OLIVE BRANCH MS | 437 | $43.1M | $3.1M |
| 10 | CONCORD MANAGEMENT, LTD. CONCORD MANAGEMENT, LTD. 401(K) PLAN | MAITLAND FL | 498 | $39.1M | $3.0M |
