Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Columbia Dividend Opportunity Fund " in their Schedule of Assets, totaling $12.0M 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 | HATHAWAY DINWIDDIE CONSTRUCTION COMPANY HATHAWAY DINWIDDIE CONSTRUCTION COMPANY 401(K) PLAN | SAN FRANCISCO CA | 359 | $148.9M | $11.7M |
| 2 | YES MANAGEMENT, LLC YES MANAGEMENT, LLC 401K PLAN | DENVER CO | 1,211 | $33.6M | $137K |
| 3 | PROSERV OPERATIONS, LLC PROSERV 401(K) PLAN |
HOUSTON TX |
| 74 |
| $13.7M |
| $104K |
| 4 | WORKFORCE RESOURCE, INC. WORKFORCE RESOURCE TAX SHELTERED ANNUITY PLAN | MENOMONIE WI | 87 | $4.0M | $10K |