Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Columbia Trust Dividend Income Fund Institutional 300 in their Schedule of Assets, totaling $30.0M 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 | GREENBERG TRAURIG, PA GREENBERG TRAURIG 401(K) PLAN | DORAL FL | 3,961 | $1.6B | $30.0M |
