Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Invesco Diversified Dividend A - in their Schedule of Assets, totaling $14.2M 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 | INDIANA PACKERS CORPORATION INDIANA PACKERS CORPORATION 401(K) RETIREMENT SAVINGS PLAN | DELPHI IN | 2,350 | $104.9M | $6.6M |
| 2 | LADAS & PARRY LADAS & PARRY LLP 401(K) SAVINGS PLAN | NEW YORK NY | 91 | $33.2M | $1.7M |
| 3 | VANTAGE CUSTOM CLASSICS, INC. VANTAGE CUSTOM CLASSICS, INC. 401(K) RETIREMENT PLAN |
AVENEL NJ |
| 314 |
| $11.8M |
| $1.6M |
| 4 | CONTROL SOLUTIONS LLC CONTROL SOLUTIONS LLC 401(K) PROFIT SHARING PLAN | AURORA IL | 77 | $13.3M | $1.1M |
| 5 | THE SCOTTSDALE COMPANY LUTGERT COMPANIES RETIREMENT PLAN | NAPLES FL | 104 | $16.4M | $964K |
| 6 | OHANA PACIFIC MANAGEMENT CO., INC. OHANA PACIFIC MANAGEMENT COMPANY RETIREMENT PLAN | KANEOHE HI | 586 | $11.5M | $630K |
| 7 | TRUCK CENTERS, INC. TRUCK CENTERS, INC. 401(K) PLAN | TROY IL | 712 | $68.3M | $517K |
| 8 | ALPHA CONSULTING LLC ALPHA CONSULTING LLC 401K PROFIT SHARING PLAN & TRUST | MORRISTOWN NJ | 91 | $10.9M | $367K |
| 9 | NICKLE ELECTRICAL COMPANIES NICKLE ELECTRICAL COMPANIES 401(K) PLAN | NEWARK DE | 196 | $15.2M | $285K |
| 10 | SCOTT CREDIT UNION SCOTT CREDIT UNION 401(K) PLAN | EDWARDSVILLE IL | 340 | $20.7M | $266K |
