Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 24 U.S. retirement plans report holding INVESCO DIVERSIFIED DIV R6 in their Schedule of Assets, totaling $9.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ESP ASSOCIATES, INC. ESP ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | FORT MILL SC | 568 | $42.1M | $1.9M |
| 2 | ACHRONIX SEMICONDUCTOR CORPORATI ACHRONIX SEMICONDUCTOR 401(K) PLAN | SANTA CLARA CA | 102 | $28.6M | $1.6M |
| 3 | COLT SERVICES, LLC COLT SERVICES, LP 401(K) PROFIT SHARING PLAN |
PASADENA TX |
| 316 |
| $18.4M |
| $1.1M |
| 4 | MILLER WELDMASTER MILLER WELDMASTER 401(K) PLAN | NAVARRE OH | 81 | $12.6M | $1.0M |
| 5 | FDF ENERGY SERVICES, LLC FDF ENERGY SERVICES, LLC 401K PLAN | CROWLEY LA | 304 | $9.3M | $824K |
| 6 | GRAND HOMES ORGANIZATION, LLC GRAND HOMES ORGANIZATION, LLC 401(K) PLAN | ADDISON TX | 195 | $15.3M | $712K |
| 7 | PECAN DELUXE CANDY COMPANY PECAN DELUXE CANDY COMPANY 401K PLAN | DALLAS TX | 301 | $17.7M | $562K |
| 8 | AMERICAN FLORIST SUPPLY, INC. AMERICAN FLORIST SUPPLY, INC. 401(K) PROFIT SHARING PLAN & TRU | WILMINGTON MA | 184 | $8.6M | $315K |
| 9 | BAKERY EXPRESS OF CENTRAL FLORID BECF 401(K) PLAN | ORLANDO FL | 241 | $5.0M | $284K |
| 10 | OSCEOLA MENTAL HEALTH, INC. DB PARK PLACE BEHAVIORAL HEALTH CARE 401K PLAN | KISSIMMEE FL | 205 | $3.1M | $215K |
