Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Diversified Dividend Fund R6 Pooled separate account in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GENERAL DATA COMPANY INC. GENERAL DATA COMPANY INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 258 | $18.3M | $884K |
| 2 | NY COMMUNITY FINANCIAL LLC NY COMMUNITY FINANCIAL LLC 401K PLAN | RIVER EDGE NJ | 266 | $6.8M | $186K |
| 3 | POINT OF RENTAL, INC. POR 401(K) PLAN |
FORT WORTH TX |
| 243 |
| $13.4M |
| $100K |
| 4 | TOWN SQUARE MORTGAGE & INVESTMENTS, LLC TOWN SQUARE MORTGAGE & INVESTMENTS, LLC 401(K) PLAN | DALLAS TX | 56 | $6.9M | $73K |
