Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Management Investment Advisers Columbia Dividend Income Fund Class I3 in their Schedule of Assets, totaling $1.2M 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 | COLSON GROUP HOLDINGS, LLC COLSON GROUP HOLDINGS, LLC. EMPLOYEES' RETIREMENT PLAN | OAKBROOK TERRACE IL | 476 | $37.7M | $1.2M |
