Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Invesco: Diversified Dividend Fund in their Schedule of Assets, totaling $36.3M 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 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH ASSOCIATION INC DEFINED BENEFIT PLAN AND TRUST | BUFFALO NY | 345 | $90.1M | $8.3M |
| 2 | HELIGEAR ACQUISITION CO DBA NORTHSTAR AEROSPACE CH NORTHSTAR AEROSPACE (USA) VOLUNTARY SAVINGS PLAN | BEDFORD PARK IL | 299 | $52.8M | $4.1M |
| 3 | NIC HOLDING CORP. |
MELVILLE NY |
| 74 |
| $46.5M |
| $3.8M |
| 4 | NEW YORK CENTRAL MUTUAL FIRE INSURANCE CO. NEW YORK CENTRAL MUTUAL FIRE INSURANCE COMPANY 401K RETIREMENT SAVINGS PLAN | EDMESTON NY | 943 | $82.5M | $3.0M |
| 5 | WAKEFERN FOOD CORP. WAKEFERN FOOD CORPORATION 401(K) SAVINGS PLAN | KEASBEY NJ | 1,937 | $478.5M | $2.9M |
| 6 | M. E. FIELDS, INC. FIELDS PROFIT SHARING AND SAVINGS PLAN | NORTHFIELD IL | 2,087 | $95.1M | $1.9M |
| 7 | QUALEX MANUFACTURING QUALEX MANUFACTURING LLC 401K PROFIT SHARING PLAN | GEORGETOWN KY | 319 | $9.5M | $1.3M |
| 8 | CARYLON CORPORATION CARYLON CORPORATION 401(K) RETIREMENT PLAN | CHICAGO IL | 775 | $32.6M | $1.0M |
| 9 | CANVAS ENERGY LLC CANVAS ENERGY LLC 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 91 | $42.5M | $975K |
| 10 | HARDING MAZZOTTI, LLP HARDING MAZZOTTI, LLP PROFIT SHARING PLAN | ALBANY NY | 122 | $36.4M | $939K |
