Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Columbia Funds Columbia dividend Income I3 Fund - in their Schedule of Assets, totaling $30.5M 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 | KASOWITZ BENSON TORRES LLP KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN A | NEW YORK NY | 313 | $220.1M | $18.9M |
| 2 | SOURCEHOV, LLC EXELA 401(K) PLAN | IRVING TX | 4,251 | $338.9M | $5.7M |
| 3 | KASOWITZ BENSON TORRES LLP KASOWITZ BENSON TORRES LLP EMPLOYEE 401(K) SAVINGS PLAN B |
NEW YORK NY |
| 149 |
| $39.7M |
| $4.6M |
| 4 | A. J. ROSE MANUFACTURING CO. A.J. ROSE RETIREMENT AND 401(K) PLAN FOR NON-UNION EMPLOYEES | AVON OH | 135 | $32.0M | $694K |
| 5 | SAN GORGONIO MEMORIAL HOSPITAL SAN GORGONIO MEMORIAL HOSPITAL TAX SHELTERED | BANNING CA | 545 | $36.9M | $425K |
| 6 | VALLEY-WIDE HEALTH SYSTEMS, INC. VALLEY-WIDE HEALTH SYSTEMS, INC. 403(B) PLAN | ALAMOSA CO | 554 | $30.2M | $234K |
