Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Columbia Threadneedle Columbia Dividend Income Fund in their Schedule of Assets, totaling $19.1M 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 | RICETEC, INC. RICETEC INC. RETIREMENT SAVINGS PLAN | ALVIN TX | 262 | $51.4M | $4.4M |
| 2 | HANOVER FOODS CORPORATION HANOVER FOODS CORPORATION 401(K) SAVINGS PLAN | HANOVER PA | 640 | $41.3M | $3.6M |
| 3 | UNIVERSITY OF NEW HAVEN UNIVERSITY OF NEW HAVEN RETIREMENT AND 403(B) SAVINGS PLAN |
WEST HAVEN CT |
| 927 |
| $317.9M |
| $3.1M |
| 4 | DATAVOX, INC. DATAVOX INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 220 | $27.2M | $2.5M |
| 5 | MAXIM GROUP, LLC MAXIM GROUP, LLC 401(K) PLAN | WOODBURY NY | 173 | $78.0M | $2.3M |
| 6 | AGRANA FRUIT US, INC. AGRANA FRUIT US, INC. 401(K) PROFIT SHARING PLAN | BRECKSVILLE OH | 351 | $34.2M | $1.2M |
| 7 | REVCOR, INC. REVCOR, INC. PROFIT SHARING 401(K) PLAN & TRUST | CARPENTERSVILLE IL | 273 | $25.1M | $882K |
| 8 | KURA ONCOLOGY, INC. KURA ONCOLOGY, INC. 401(K) PLAN | SAN DIEGO CA | 193 | $24.4M | $764K |
| 9 | SOUTHWEST SHIPYARD, L.P. SOUTHWEST SHIPYARD L.P. 401(K) SAVINGS AND RETIREMENT PLAN | CHANNELVIEW TX | 380 | $13.9M | $157K |
| 10 | OUTLOOK AMUSEMENTS, INC. OUTLOOK AMUSEMENTS, INC. 401(K) PLAN | GLENDALE CA | 135 | $12.9M | $135K |
