Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Management Advisors Columbia Div Income I3 Fund in their Schedule of Assets, totaling $567K 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 | HERSON'S, INC HERSON'S, INC 401(K) PROFIT SHARING PLAN | ROCKVILLE MD | 154 | $15.0M | $509K |
| 2 | ILLUMINATE HEALTHCARE ILLUMINATE-HC 401(K) PLAN | EVANSTON IL | 1,013 | $4.8M | $57K |
