Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Century Investments Invesco Diversified Dividend Fund R5 Class 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 | ANDERSON HOLDINGS ANDERSON HOLDINGS 401(K) SAVINGS PLAN | LOS ANGELES CA | 74 | $93.2M | $2.5M |
