Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Diversified Dividend Y in their Schedule of Assets, totaling $1.4M 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 | COG MARKETERS, LTD COG MARKETERS, LTD EMPLOYEES SAVINGS TRUST | ST. JOHNS MI | 133 | $24.5M | $1.2M |
| 2 | WATAUGA ORTHOPAEDICS, PLC WATAUGA ORTHOPAEDICS, PLC 401(K) PROFIT SHARING PLAN | JOHNSON CITY TN | 303 | $35.9M | $170K |
