Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Columbia Funds Columbia Div Income I3 Fund - in their Schedule of Assets, totaling $5.7M 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 | BAYFIRST NATIONAL BANK BAYFIRST NATIONAL BANK 401(K) PLAN | ST. PETERSBURG FL | 285 | $19.7M | $1.8M |
| 2 | LIFE CARE COMPANIES LLC LIFE CARE COMPANIES LLC RETIREMENT AND 401(K) SAVINGS PLAN | DES MOINES IA | 13,406 | $295.4M | $1.7M |
| 3 | AXOS FINANCIAL, INC. AXOS FINANCIAL, INC. 401(K) PLAN |
SAN DIEGO CA |
| 1,683 |
| $127.3M |
| $1.5M |
| 4 | PROVIDENCE HOLDING, INC. PROVIDENCE ENGINEERING & ENVIRONMENTAL GROUP, LLC 401(K) PENSION PLAN | BATON ROUGE LA | 116 | $12.1M | $398K |
| 5 | NUDO PRODUCTS, INC. NUDO PRODUCTS, INC. 401(K) PLAN | SPRINGFIELD IL | 314 | $24.8M | $148K |
| 6 | EL AL ISRAEL AIRLINES, LTD. EL AL ISRAEL AIRLINES, LTD. EMPLOYEES' SAVINGS PLAN | MARGATE FL | 61 | $14.1M | $82K |
| 7 | SECOND HARVEST FOOD BANK OF NORTHWEST NC, INC. SECOND HARVEST FOOD BANK OF NORTHWEST NC 401(K) PLAN | WINSTON SALEM NC | 121 | $3.3M | $69K |
| 8 | BCS, LLC BCS, LLC 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 226 | $11.9M | $13K |
