Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Invesco Diversified Dividend R in their Schedule of Assets, totaling $3.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CITIZENS BANK CITIZENS BANK, COLUMBIA, MISSISSIPPI 401(K)SAVINGS PLAN | COLUMBIA MS | 114 | $17.0M | $1.1M |
| 2 | LASALLE MANAGEMENT COMPANY, L.L.C. LASALLE SOUTHWEST 401(K) PLAN | RUSTON LA | 1,846 | $7.4M | $624K |
| 3 | DEFCON POWERSPORTS LLC DEFCON POWERSPORTS, LLC 401K PLAN |
TULSA OK |
| 299 |
| $3.3M |
| $240K |
| 4 | UNIVERSAL REHAB & FITNESS INST UNIVERSAL INSTITUTE 401(K) PLAN | LIVINGSTON NJ | 669 | $8.6M | $206K |
| 5 | GORDON TECHNOLOGIES LLC GORDON TECHNOLOGIES 401(K) PLAN AND TRUST | SCOTT LA | 444 | $10.1M | $194K |
| 6 | ACL AIRSHOP, LLC ACL AIRSHOP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | GREENVILLE SC | 122 | $2.5M | $184K |
| 7 | GOLD COAST EAGLE DISTRIBUTING, LLP GOLD COAST EAGLE DISTRIBUTING EMPLOYEES SAVINGS PLAN | SARASOTA FL | 140 | $7.4M | $176K |
| 8 | ACCESS BIO INC ACCESS BIO 401(K) PLAN | MONROE TOWNSHIP NJ | 101 | $6.1M | $129K |
| 9 | MARION ENVIRONMENTAL, INC. MARION ENVIRONMENTAL, INC. 401(K) SAVINGS & RETIREMENT PLAN | CHATTANOOGA TN | 163 | $12.8M | $126K |
| 10 | SIOUX FALLS CHRISTIAN SCHOOLS ASSOCIATION SIOUX FALLS CHRISTIAN SCHOOLS ASSOCIATION 401(K) PLAN | SIOUX FALLS SD | 148 | $4.8M | $97K |
