Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Invesco Diversified Dividend Fund Class R6 " in their Schedule of Assets, totaling $43.8M 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 | SIKA CORPORATION SIKA CORPORATION 401(K) SAVINGS PLAN | LYNDHURST NJ | 3,380 | $535.8M | $39.6M |
| 2 | PYRAMID ADVISORS LIMITED PARTNERSHIP PYRAMID ADVISORS 401(K) PLAN | BOSTON MA | 21,328 | $246.8M | $2.2M |
| 3 | INTERSTATE & LAKELAND LUMBER CORP. INTERSTATE & LAKELAND LUMBER CORP. 401(K) PLAN |
GREENWICH CT |
| 126 |
| $29.9M |
| $861K |
| 4 | LOTUS COMMUNICATIONS CORP. LOTUS COMMUNICATIONS CORP. 401(K) RETIREMENT AND SAVINGS PLAN | LOS ANGELES CA | 450 | $24.6M | $432K |
| 5 | CHELOS MANAGEMENT COMPANY, INC. CHELO'S 401(K) PLAN | CUMBERLAND RI | 238 | $10.2M | $364K |
| 6 | AMPEX DATA SYSTEMS CORPORATION AMPEX DATA SYSTEMS CORPORATION SAVINGS PLAN | HAYWARD CA | 118 | $36.3M | $193K |
| 7 | PAWLING CORPORATION PAWLING CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | WASSAIC NY | 79 | $12.2M | $97K |
| 8 | A.L. SCHUTZMAN COMPANY A.L. SCHUTZMAN COMPANY, INC. 401K PROFIT SHARING PLAN | WAUKESHA WI | 113 | $8.2M | $32K |
| 9 | INFOTREE GLOBAL SOLUTIONS CORP INFOTREE GLOBAL SOLUTIONS CORP 401(K) PROFIT SHARING PLAN & TRUST | PLYMOUTH MI | 619 | $2.0M | $28K |
| 10 | SEQUENTIAL TECHNOLOGY INTERNATIONAL LLC STI 401(K) PLAN | BETHLEHEM PA | 259 | $14.2M | $15K |
