Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Columbia Threadneedle Columbia Dividend Income in their Schedule of Assets, totaling $2.0M 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 | MCGILL, POWER, BELL & ASSOCIATES, LLP MCGILL, POWER, BELL & ASSOCIATES, LLP 401(K) AND PROFIT SHARING PLAN | MEADVILLE PA | 117 | $11.9M | $1.6M |
| 2 | VON TOBEL CORPORATION VON TOBEL LUMBER RETIREMENT SAVINGS PLAN | VALPARAISO IN | 157 | $11.9M | $218K |
| 3 | RIVERSIDE TECHNOLOGY, INC. |
LOVELAND CO |
| 93 |
| $10.7M |
| $144K |
