Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Invesco Diversified Dividend A Mutual fund in their Schedule of Assets, totaling $4.1M 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 | ALABAMA ONE CREDIT UNION ALABAMA ONE CREDIT UNION 401(K) PLAN | TUSCALOOSA AL | 284 | $16.8M | $1.9M |
| 2 | ARTECH, LLC ARTECH, LLC 401K SAVINGS PLAN | MORRISTOWN NJ | 3,164 | $71.2M | $1.1M |
| 3 | CASTLE RESORTS & HOTELS, INC. CASTLE RESORTS & HOTELS 401(K) RETIREMENT PLAN |
HONOLULU HI |
| 474 |
| $8.1M |
| $435K |
| 4 | BERKSHIRE SYSTEMS GROUP, INC BERKSHIRE SYSTEMS GROUP, INC. 401(K) PROFIT SHARING PLAN | READING PA | 145 | $19.6M | $348K |
| 5 | SIPPEL CO., INC. SIPPEL CO., INC. SAVINGS PLAN | AMBRIDGE PA | 172 | $10.1M | $100K |
| 6 | INDIANA TOOL & MANUFACTURING CO., INC. INDIANA TOOL & MANUFACTURING CO., INC. 401(K) PROFIT SHARING PLAN | PLYMOUTH IN | 129 | $13.1M | $85K |
| 7 | BIG BEND HOSPICE, INC. BIG BEND HOSPICE RETIREMENT PLAN | TALLAHASSEE FL | 228 | $11.6M | $67K |
