Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Columbia Funds Columbia Dividend Income Fund in their Schedule of Assets, totaling $8.8M 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 | ALTUS GROUP U.S., INC. ALTUS GROUP 401(K) PLAN | HOUSTON TX | 764 | $96.8M | $3.9M |
| 2 | MORRIS GROUP, INC. MORRIS GROUP, INC. 401(K) PLAN | WINDSOR CT | 1,057 | $146.5M | $3.5M |
| 3 | SUPERIOR AIR-GROUND AMBULANCE SERVICE, INC. SUPERIOR AIR-GROUND AMBULANCE SERVICE, INC. PROFIT SHARING 401(K) PLAN |
ELMHURST IL |
| 3,303 |
| $68.1M |
| $717K |
| 4 | HIGHSTREET IT SOLUTIONS, LLC HIGHSTREET IT SOLUTIONS, LLC 401(K) PLAN | MCLEAN VA | 68 | $19.7M | $571K |
| 5 | MARTINS, INC. MARTINS, INC. 401(K) PLAN | BALTIMORE MD | 216 | $8.3M | $68K |
