Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Columbia Threadneedle Col Dividend Inc I3 in their Schedule of Assets, totaling $5.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BREAZEALE, SACHSE & WILSON BREAZEALE, SACHSE & WILSON, L.L.P. 401(K) RETIREMENT PLAN AND TRUST PLAN | BATON ROUGE LA | 133 | $81.7M | $3.3M |
| 2 | TENCENT AMERICA, LLC TENCENT AMERICA 401(K) PLAN | PALO ALTO CA | 648 | $102.0M | $1.7M |
| 3 | CYRQ ENERGY, LLC CYRQ ENERGY 401(K) PLAN |
SALT LAKE CITY UT |
| 122 |
| $12.6M |
| $370K |
| 4 | PROTEGRITY USA, INC. PROTEGRITY USA, INC. RETIREMENT PLAN | STAMFORD CT | 119 | $7.9M | $118K |
| 5 | SMARTSTOP STORAGE ADVISORS, LLC SMARTSTOP STORAGE ADVISORS 401(K) PLAN | LADERA RANCH CA | 574 | $11.8M | $64K |