Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Diversified Dividend R6 Invesco 0 in their Schedule of Assets, totaling $1.1M 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 | EDWARDS OIL, INC. EDWARDS OIL EMPLOYEES PROFIT SHARING & 401(K) PLAN | VIRGINIA MN | 142 | $5.7M | $531K |
| 2 | NORTHWEST FLORIDA CHRISTIAN ASSOC, INC. NORTHWEST FLORIDA CHRISTIAN EDUCATION ASSOC | NICEVILLE FL | 159 | $2.7M | $329K |
| 3 | C.A. SHORT COMPANY, INC. C.A. SHORT COMPANY 401(K) PLAN |
SHELBY NC |
| 95 |
| $11.6M |
| $197K |
| 4 | SOUTHWEST ARKANSAS COUNSELING AND MENTAL HEALTH CENTER SOUTHWEST ARKANSAS COUNSELING AND MENTAL HEALTH CENTER, INC | TEXARKANA AR | 148 | $2.7M | $41K |
