Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 53 retirement plans report an interest in this investment, totaling $5.8M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Invesco Diversified Dividend, Invesco Diversified Dividend A, Invesco Diversified Dividend Fund R. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | TOM MALLOY CORPORATION TOM MALLOY CORPORATION 401(K) PROFIT SHARING PLAN | COMPTON CA | 478 | $26.3M | $2.4M |
| 2 | REAMES CONCRETE COMPANY, INC. REAMES CONCRETE COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | VALDOSTA GA | 264 | $7.5M | $587K |
| 3 | KANSAS MEDICAL CLINIC, P.A. KANSAS MEDICAL CLINIC, P.A. 401(K) PROFIT SHARING PLAN | TOPEKA KS | 87 | $16.9M | $427K |
| 4 | AFFILIATED PATHOLOGISTS MEDICAL GROUP, INC. AFFILIATED PATHOLOGISTS MEDICAL GROUP 401(K) PLAN | RANCHO DOMINGUEZ CA | 91 | — | $269K |
| 5 | COMPLETE PROTOTYPE SERVICES INC COMPLETE PROTOTYPE SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST | CLINTON TWP MI | 104 | $5.7M | $255K |
| 6 | DYNAMIC HUMAN RESOURCES, INC. DYNAMIC HUMAN RESOURCES, INC. 401(K) PLAN | AUBURN HILLS MI | 3,252 | $69.3M | $252K |
| 7 | UNIVERSAL CITY NISSAN INC UNIVERSAL CITY NISSAN INC. PROFIT SHARING 401(K) PLAN | BEVERLY HILLS CA | — | $2.2M | $235K |
| 8 | AVAIRPROS SERVICES, INC AVAIRPROS SERVICES, INC 401(K) PLAN | NAPLES FL | 187 | $19.7M | $185K |
| 9 | FORT MOJAVE INDIAN TRIBE FORT MOJAVE INDIAN TRIBE 401(K) PLAN | NEEDLES CA | 746 | $10.9M | $182K |
| 10 | SEATTLE METRO. CREDIT UNION SEATTLE METROPOLITAN CREDIT UNION 401(K) PLAN | SEATTLE WA | 181 | $16.1M | $113K |
