Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding Invesco: Diversified Dividend Fund in their Schedule of Assets, totaling $121.4M 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 | VALERO ENERGY CORPORATION VALERO ENERGY CORPORATION THRIFT PLAN | SAN ANTONIO TX | 7,722 | $3.4B | $85.0M |
| 2 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH ASSOCIATION INC DEFINED BENEFIT PLAN AND TRUST | BUFFALO NY | 345 | $90.1M | $8.3M |
| 3 | HELIGEAR ACQUISITION CO DBA NORTHSTAR AEROSPACE CH |
BEDFORD PARK IL |
| 299 |
| $52.8M |
| $4.1M |
| 4 | NIC HOLDING CORP. NIC HOLDING CORP. EMPLOYEES 401(K) SAVINGS PLAN | MELVILLE NY | 74 | $46.5M | $3.8M |
| 5 | 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 |
| 6 | WAKEFERN FOOD CORP. WAKEFERN FOOD CORPORATION 401(K) SAVINGS PLAN | KEASBEY NJ | 1,937 | $478.5M | $2.9M |
| 7 | M. E. FIELDS, INC. FIELDS PROFIT SHARING AND SAVINGS PLAN | NORTHFIELD IL | 2,087 | $95.1M | $1.9M |
| 8 | QUALEX MANUFACTURING QUALEX MANUFACTURING LLC 401K PROFIT SHARING PLAN | GEORGETOWN KY | 319 | $9.5M | $1.3M |
| 9 | CARYLON CORPORATION CARYLON CORPORATION 401(K) RETIREMENT PLAN | CHICAGO IL | 775 | $32.6M | $1.0M |
| 10 | CANVAS ENERGY LLC CANVAS ENERGY LLC 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 91 | $42.5M | $975K |
