Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Invesco Diversified Dividend Class R6 *** in their Schedule of Assets, totaling $3.4M 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 | DICKINSON COUNTY HEALTHCARE SYSTEM DICKINSON COUNTY HEALTHCARE SYSTEM 401(K) PLAN | IRON MOUNTAIN MI | 564 | $36.3M | $1.5M |
| 2 | BRUNO INDEPENDENT LIVING AIDS, INC. BRUNO INDEPENDENT LIVING AIDS, INC. 401(K) PLAN AND TRUST | OCONOMOWOC WI | 409 | $39.1M | $1.3M |
| 3 | SOLUTIONS SHARED SERVICES INC. |
SAN ANTONIO TX |
| 91 |
| $21.7M |
| $241K |
| 4 | FORT WAYNE ZOOLOGICAL SOCIETY FORT WAYNE ZOOLOGICAL SOCIETY MATCHING RETIREMENT PLAN | FORT WAYNE IN | 192 | $4.5M | $171K |
| 5 | HEGIRA HEALTH, INC. HHI RETIREMENT SAVINGS PLAN | LIVONIA MI | 463 | $17.2M | $71K |
| 6 | BOWEN HEALTH BOWEN HEALTH 403(B) PLAN | WARSAW IN | 1,128 | $25.0M | $42K |
