Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Diversified Dividend R5 Registered Investment Company in their Schedule of Assets, totaling $561K 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 | VALLEY PRESBYTERIAN HOSPITAL 401(A) VALLEY PRESBYTERIAN HOSPITAL DEFINED CONTRIBUTION PLAN | VAN NUYS CA | 1,352 | $77.6M | $464K |
| 2 | SAINT AGNES MEDICAL PROVIDERS SAINT AGNES MEDICAL PROVIDERS 401(K) PLAN | FRESNO CA | 94 | $20.5M | $97K |
