Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Fidelity Management Trust Company Columbia Dividend Income Fund in their Schedule of Assets, totaling $4.6M 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 | CASTO MANAGEMENT SERVICES, INC. CASTO MANAGEMENT SERVICES, INC. SAVINGS AND RETIREMENT PLAN | COLUMBUS OH | 340 | $64.4M | $2.3M |
| 2 | EASTPORT HOLDINGS, LLC EASTPORT HOLDINGS, LLC 401(K) PLAN | MEMPHIS TN | 468 | $69.5M | $1.6M |
| 3 | COMRESOURCE, INC. COMRESOURCE, INC. 401(K) PROFIT SHARING PLAN |
COLUMBUS OH |
| 140 |
| $23.1M |
| $442K |
| 4 | DELANEY CHEVROLET, INC. DELANEY AUTO GROUP 401(K) PLAN | INDIANA PA | 324 | $14.1M | $238K |
