Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Columbia Management Advisors Columbia Dividend Income I3 Fund in their Schedule of Assets, totaling $10.2M 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 | SOUTHERN ILLINOIS HEALTHCARE FOUNDATION, INC. DBA SIHF HEALTHCARE SIHF HEALTHCARE SAVINGS AND INVESTMENT PLAN | CENTREVILLE IL | 1,020 | $70.5M | $6.0M |
| 2 | ERIEZ MANUFACTURING CO. ERIEZ MANUFACTURING CO. PROFIT SHARING/ 401(K) PLAN | ERIE PA | 357 | $94.7M | $2.3M |
| 3 | COLORADO WEST HEALTHCARE SYSTEM DBA COMMUNITY HOSPITAL |
GRAND JUNCTION CO |
| 1,425 |
| $70.2M |
| $848K |
| 4 | STAHL SHEAFFER ENGINEERING, LLC STAHL SHEAFFER ENGINEERING, LLC 401(K) PROFIT SHARING PLAN | STATE COLLEGE PA | 125 | $10.7M | $773K |
| 5 | AGI-CFI HOLDINGS, INC. AGI-CFI HOLDINGS, INC. 401(K) PLAN | MIAMI FL | 9,861 | $34.3M | $284K |
