Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Diversified Dividend R5 Mutual fund - in their Schedule of Assets, totaling $4.5M 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 | BUTCH'S RATHOLE & ANCHOR SERVICE, INC. BUTCH'S RATHOLE & ANCHOR SERVICE, INC. 401(K) PLAN | LUBBOCK TX | 764 | $17.0M | $2.0M |
| 2 | HUMPHREYS & PARTNERS ARCHITECTS, L.P. HUMPHREYS & PARTNERS ARCHITECTS 401(K) PLAN | DALLAS TX | 221 | $23.0M | $957K |
| 3 | HUMPHREYS & PARTNERS ARCHITECTS, L.P. |
PLANO TX |
| 154 |
| $23.1M |
| $849K |
| 4 | COMPUTER PACKAGES INC. COMPUTER PACKAGES, INC. 401(K) PLAN & TRUST | ROCKVILLE MD | 137 | $25.9M | $541K |
| 5 | JONATHAN CLUB JONATHAN CLUB 401(K) PLAN | LOS ANGELES CA | 246 | $18.3M | $197K |
