Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Columbia Threadneedle Investments Columbia Dividend Income Inst 3 in their Schedule of Assets, totaling $9.8M 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 | CARNIVAL CORPORATION THE CARNIVAL CORPORATION FUN SHIP SAVINGS PLAN | DORAL FL | 3,725 | $500.6M | $9.6M |
| 2 | CIRCA HOSPITALITY GROUP LLC CIRCA HOSPITALITY GROUP 401(K) RETIREMENT PLAN | LAS VEGAS NV | 1,906 | $34.8M | $202K |
