Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Columbia Dividend Income - in their Schedule of Assets, totaling $7.1M 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 | SAG, LLC. SOFTWARE AG USA, INC. PROFIT SHARING PLAN | RESTON VA | 521 | $254.8M | $3.6M |
| 2 | J.S. WEST MILLING COMPANY J.S. WEST MILLING COMPANY PROFIT SHARING PLAN | MODESTO CA | 320 | $15.7M | $1.9M |
| 3 | CSRS, LLC CSRS, INC. PROFIT SHARING 401(K) PLAN |
BATON ROUGE LA |
| 165 |
| $16.5M |
| $573K |
| 4 | JERRY'S GM, LLC JERRY'S GM, LLC 401(K) PLAN | WEATHERFORD TX | 248 | $16.9M | $525K |
| 5 | SACRAMENTO EAR NOSE AND THROAT SURGICAL AND MEDICAL GROUP INC SACRAMENTO ENT MEDICAL GROUP INC. PROFIT SHARING PLAN | SACRAMENTO CA | 133 | $35.1M | $316K |
| 6 | KELLEY AUTOMOTIVE GROUP, LLC KELLEY AUTOMOTIVE GROUP, LLC 401(K) PLAN | FORT WAYNE IN | 585 | $28.0M | $177K |
| 7 | SATURN OF ST. PAUL, INC. SATURN OF ST. PAUL SALARY DEFERRAL 401(K) PROFIT SHARING PLAN | WHITE BEAR LAKE MN | 170 | $9.5M | $70K |
| 8 | XCEL BRANDS, INC. XCEL BRANDS, INC. 401(K) SAVINGS PLAN | NEW YORK NY | 23 | $3.8M | $20K |
| 9 | KEY BENEFIT ADMINISTRATORS KEY FAMILY 401K PLAN | FISHERS IN | 393 | $21.6M | $10K |
