Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Funds Columbia Dividend Income + in their Schedule of Assets, totaling $816K 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 | PROGRESS BANK PROGRESS BANK 401(K) PROFIT SHARING PLAN | HUNTSVILLE AL | 204 | $14.2M | $657K |
| 2 | GLEN IVY HOT SPRINGS GLEN IVY HOT SPRINGS RETIREMENT SAVINGS PLAN | CORONA CA | 274 | $4.5M | $159K |
