Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Invesco Diversified Dividend Fund R6 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCREEN NORTH AMERICA HOLDINGS, INC. SCREEN (USA) RETIREMENT PLAN | ELK GROVE VILLAGE IL | 450 | $139.2M | $1.4M |
| 2 | JOHNSON EQUIPMENT COMPANY JOHNSON EQUIPMENT COMPANY 401(K) SAVINGS PLAN & TRUST | DALLAS TX | 273 | $20.5M | $165K |
| 3 | THE MARKER GROUP, INC. THE MARKER GROUP, INC. 401(K) PLAN |
HOUSTON TX |
| 261 |
| $8.0M |
| $161K |
| 4 | BROADSTONE EMPLOYEE SUB, LLC. BROADSTONE NET LEASE 401(K) RETIREMENT SAVINGS PLAN | VICTOR NY | 72 | $14.8M | $128K |
| 5 | NEXGEN TEAM, LLC NEXGEN TEAM, LLC 401(K) PLAN | PORTLAND OR | 544 | $23.8M | $90K |
| 6 | CONCORD FOODS, LLC CONCORD FOODS, LLC 401(K) PROFIT SHARING PLAN | BROCKTON MA | 216 | $17.4M | $33K |
| 7 | CAVINESS & CATES BUILDING AND CAVINESS & CATES BUILDING AND DEVELOPMENT 401(K) | FAYETTEVILLE NC | 134 | $5.3M | $32K |
| 8 | DAVE TOMASCH INC DAVE TOMASCH INC 401(K) PROFIT SHARING PLAN & TRUST | INDIANAPOLIS IN | 110 | $2.8M | $2K |
