Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Invesco Diversified Dividend Fund Pooled-separate account 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BARNUM AND CELILLO ELECTRIC, INC BARNUM AND CELILLO ELECTRIC, INC PROFIT SHARING AND 401(K) PLAN | SACRAMENTO CA | 298 | $18.1M | $1.5M |
| 2 | ASSISTED HOME RECOVERY, INC. ASSISTED HOME HEALTH AND HOSPICE 401(K) PLAN | THOUSAND OAKS CA | 795 | $17.8M | $1.1M |
| 3 | PRECIGEN, INC. |
GERMANTOWN MD |
| 147 |
| $36.5M |
| $481K |
| 4 | SPIRAL BINDING LLC SPIRAL BINDING, LLC 401(K) PROFIT SHARING PLAN | TOTOWA NJ | 223 | $11.2M | $180K |
| 5 | GEORGIA BRIDGE AND CONCRETE LLC GP'S ENTERPRISES, INC. AND GEORGIA BRIDGE AND CONCRETE, LLC RETIREMENT PLAN | TUCKER GA | 199 | $6.8M | $49K |
| 6 | GRAPE EXPECTATIONS GRAPE EXPECTATIONS 401(K) PROFIT SHARING PLAN | RICHMOND CA | 111 | $7.9M | $29K |
| 7 | X3 STAFFING, INC. X3 STAFFING, INC. 401(K) PLAN | WEST JORDAN UT | 411 | $4.0M | $4K |