Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Invesco Diversified Dividend Fund R5 Class - in their Schedule of Assets, totaling $2.7M 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 | LION GROUP, INC. LION GROUP, INC. PROFIT SHARING PLAN AND TRUST | DAYTON OH | 1,037 | $37.4M | $2.1M |
| 2 | HANDI-FOIL CORPORATION HANDI-FOIL CORPORATION 401(K) PLAN | WHEELING IL | 258 | $38.2M | $273K |
| 3 | HENRY AVOCADO CORPORATION HENRY AVOCADO CORPORATION |
ESCONDIDO CA |
| 108 |
| $22.5M |
| $124K |
| 4 | KAMCO INDUSTRIES, INC. KAMCO INDUSTRIES, INC. 401(K) PLAN & TRUST | WEST UNITY OH | 448 | $24.1M | $115K |
| 5 | ALBUQUERQUE ACADEMY ALBUQUERQUE ACADEMY RETIREMENT PLAN | ALBUQUERQUE NM | 257 | $82.6M | $72K |
