Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Diversified Dividend Fund Registered investment company in their Schedule of Assets, totaling $1.5M 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 | VERSABAR, INCORPORATED VERSABAR 401(K) PROFIT SHARING PLAN | HOUSTON TX | 317 | $53.9M | $1.2M |
| 2 | THE INTEGRAL GROUP, LLC THE INTEGRAL GROUP, LLC 401(K) PLAN | ATLANTA GA | 221 | $10.6M | $120K |
| 3 | ROMAN, INC. ROMAN, INC. PROFIT SHARING AND 401(K) PLAN |
BLOOMINGDALE IL |
| 87 |
| $9.8M |
| $106K |
| 4 | T3W BUSINESS SOLUTIONS, INC. T3W BUSINESS SOLUTIONS, INC. 401(K) PLAN | SAN DIEGO CA | 147 | $7.3M | $55K |
| 5 | GSC LOGISTICS, INC. GSC LOGISTICS, INC. 401(K) PLAN | OAKLAND CA | 194 | $5.9M | $27K |
