Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Invesco Diversified Dividend R5 in their Schedule of Assets, totaling $30.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES, ENTERTAINMENT INDUSTRY 401(K) PLAN ENTERTAINMENT INDUSTRY 401(K) PLAN | LOS ANGELES CA | 30,812 | $723.3M | $27.0M |
| 2 | WILLIAMS INDUSTRIAL SERVICES GROUP INC. WILLIAMS INDUSTRIAL SERVICES GROUP INC. SAVINGS PLAN | ATLANTA GA | 354 | $44.7M | $2.4M |
| 3 | HARDY DIAGNOSTICS |
SANTA MARIA CA |
| 414 |
| $18.9M |
| $472K |
| 4 | THE KRESGE FOUNDATION THE KRESGE FOUNDATION EMPLOYEE SAVINGS PLAN | TROY MI | 124 | $63.1M | $336K |
| 5 | NATIONAL OAK DISTRIBUTORS, INC. NATIONAL OAK DISTRIBUTORS, INC. 401(K) PLAN | WEST PALM BEACH FL | 373 | $19.3M | $291K |
| 6 | AXXESS CONSULT, INC. AXXESS CONSULT, INC. 401(K) PROFIT SHARING PLAN AND TRUST | DALLAS TX | 314 | $15.2M | $227K |
