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 Collective trust fund in their Schedule of Assets, totaling $2.5M 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 | IRON BOW TECHNOLOGIES, LLC IRON BOW TECHNOLOGIES, LLC 401(K) PLAN | HERNDON VA | 1,078 | $123.1M | $2.5M |
