Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Diversified Dividend Fund Class R - in their Schedule of Assets, totaling $665K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | YOUTH FOR TOMORROW-NEW LIFE CENTER, INC. YOUTH FOR TOMORROW 401(K) PLAN | BRISTOW VA | 448 | $15.2M | $228K |
| 2 | 35 TECHNOLOGIES GROUP, INC. 35 TECHNOLOGIES GROUP, INC. 401(K) PROFIT SHARING PLAN | LONGWOOD FL | 87 | $9.5M | $227K |
| 3 | M&S ENGINEERING, LLC M&S COMPANIES 401(K) PLAN |
SPRING BRANCH TX |
| 324 |
| $16.6M |
| $210K |
