Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding INVESCO INVESCO DIVERSIFIED DIV INV MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $136K 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 | REFINERY SPECIALTIES INC. REFINERY SPECIALTIES INC. 401K PROFIT SHARING PLAN AND TRUST | HEMPSTEAD TX | 271 | $13.4M | $54K |
| 2 | MOUNTAIN ENERGY SERVICES INC. MOUNTAIN ENERGY SERVICES INC. 401K PLAN | TUNKHANNOCK PA | 263 | $8.6M | $49K |
| 3 | J. R. BUTLER INC. J. R. BUTLER INC. 401K PLAN |
ENGLEWOOD CO |
| 225 |
| $8.1M |
| $33K |
