Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Invesco Diversified Dividend R6 Mutual fund # in their Schedule of Assets, totaling $7.4M 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 | COAST PROFESSIONAL INC. COAST PROFESSIONAL INC. PROFIT SHARING PLAN | WEST MONROE LA | 563 | $9.0M | $1.6M |
| 2 | BCT LLC BCT LLC 401(K) AND PROFIT SHARING PLAN | ANNAPOLIS JUNCTION MD | 81 | $14.7M | $1.6M |
| 3 | HEXAWARE TECHNOLOGIES, INCORPORATED HEXAWARE TECHNOLOGIES, INCORPORATED RETIREMENT PLAN |
ISELIN NJ |
| 1,880 |
| $34.7M |
| $1.0M |
| 4 | SDI STORES, LLC SDI STORES, LLC 401(K) PLAN | MERIDEN CT | 595 | $34.6M | $827K |
| 5 | REFINED TECHNOLOGIES, INC. REFINED TECHNOLOGIES 401(K) PLAN | SPRING TX | 476 | $42.1M | $688K |
| 6 | GENERAL CREDIT FORMS, INC. GENERAL CREDIT FORMS, INC. 401(K) PROFIT SHARING PLAN | EARTH CITY MO | 249 | $48.9M | $637K |
| 7 | FLUENCE ENERGY, LLC FLUENCE SAVINGS PLAN | ARLINGTON VA | 736 | $80.9M | $529K |
| 8 | BOREALIS COMPOUNDS, INC. BOREALIS COMPOUNDS, INC. SAVINGS PLAN | PORT MURRAY NJ | 239 | $30.7M | $396K |
| 9 | VALUE ADDED SOLUTIONS, INC. VALUE ADDED SOLUTIONS, INC. 401(K) PLAN | AIKEN SC | 177 | $10.7M | $49K |
| 10 | TRI-GAS & OIL CO. INC. TRI-GAS & OIL CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST | FEDERALSBURG MD | 266 | $10.8M | $28K |
