Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding INVESCO DIVERSIFIED DIV Y in their Schedule of Assets, totaling $7.0M 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 | ENPRO INCORPORATED ENPRO INCORPORATED PROFIT SHARING AND 401(K) SAVINGS PLAN | ADDISON IL | 105 | $51.1M | $5.2M |
| 2 | RUBIES II, LLC RUBIES II, LLC 401(K) RETIREMENT PLAN | WESTBURY NY | 275 | $37.8M | $689K |
| 3 | CHICAGO REVIEW PRESS, INC. CHICAGO REVIEW PRESS RETIREMENT SAVINGS PLAN |
CHICAGO IL |
| 148 |
| $12.2M |
| $367K |
| 4 | RUSSO HARDWARE INC RUSSO HARDWARE INC 401(K) PLAN | SCHILLER PARK IL | 181 | $15.5M | $321K |
| 5 | SPECIAL MATERIALS COMPANY SPECIAL MATERIALS COMPANY 401(K) PROFIT SHARING PLAN | NEW YORK NY | 84 | $9.8M | $168K |
| 6 | REPUTATION INSTITUTE, INC. REPUTATION INSTITUTE 401(K) PLAN | BOSTON MA | 55 | $10.0M | $135K |
| 7 | CAF USA, INC. CAF USA, INC. 401(K) PROFIT SHARING PLAN | ELMIRA HEIGHTS NY | 113 | $11.2M | $98K |
