Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Invesco Diversified dividend in their Schedule of Assets, totaling $20.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROPER ST. FRANCIS HEALTHCARE ROPER ST. FRANCIS HEALTHCARE 403(B) PLAN | CHARLESTON SC | 6,783 | $664.5M | $14.5M |
| 2 | ALBERT EINSTEIN HEALTHCARE NETWORK ALBERT EINSTEIN HEALTHCARE NETWORK RETIREMENT SAVINGS PLAN | PHILADELPHIA PA | 7,534 | $737.4M | $2.2M |
| 3 | THE THRASHER GROUP, INC. |
BRIDGEPORT WV |
| 329 |
| $27.4M |
| $951K |
| 4 | RALEIGH NEUROLOGY ASSOCIATES, P.A. RALEIGH NEUROLOGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 217 | $52.9M | $797K |
| 5 | NORTH FLORIDA SALES TRIPLE P DISTRIBUTING CO., INC. NORTH FLORIDA SALES 401(K) PROFIT SHARING PLAN | JACKSONVILLE FL | 249 | $9.5M | $558K |
| 6 | RALPH BRENNAN RESTAURANT GROUP, LLC RALPH BRENNAN RESTAURANT GROUP 401(K) RETIREMENT PLAN | NEW ORLEANS LA | 413 | $11.8M | $467K |
| 7 | HELIGROUP HOLDINGS, INC. HELIGROUP HOLDINGS, INC. 401(K) PLAN | HOWELL MI | 247 | $19.9M | $286K |
| 8 | CONTEXTMEDIA HEALTH LLC CONTEXTMEDIA 401(K) PLAN | CINCINNATI OH | 6 | $10.6M | $251K |
| 9 | K.T.G. (USA) LP K.T.G., USA SALARY EMPLOYEES 401(K) PLAN | MEMPHIS TN | 120 | $21.9M | $227K |
| 10 | SACRED HEART SCHOOLS, INC. SACRED HEART SCHOOLS, INC. 401(K) PLAN | LOUISVILLE KY | 293 | $21.4M | $112K |
