Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Invesco Diversified Dividend Fund R5 Class in their Schedule of Assets, totaling $2.1M 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 | ARISTOTLE INTERNATIONAL, INC. ARISTOTLE INTERNATIONAL, INC. 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 142 | $30.7M | $775K |
| 2 | ORTHOPAEDIC SURGERY & SPORTS MEDICINE SPECIALISTS, P.C. ORTHOPAEDIC AND SPINE CENTER 401(K) PROFIT SHARING PLAN | NEWPORT NEWS VA | 101 | $25.0M | $395K |
| 3 | MEDISOLV, INC. |
COLUMBIA MD |
| 146 |
| $16.5M |
| $279K |
| 4 | XS BROKERS XS BROKERS INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN | QUINCY MA | 203 | $25.2M | $269K |
| 5 | SHIROKI NORTH AMERICA, INC. SHIROKI NORTH AMERICA, INC. 401(K) RETIREMENT & SAVINGS PLAN. | SMITHVILLE TN | 754 | $39.3M | $239K |
| 6 | TEXAS TRUCK CENTER OF HOUSTON KYRISH TRUCK CENTERS 401(K) PLAN | HOUSTON TX | 3 | $6.1M | $184K |
