Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Invesco Invesco Diversified Dividend Fund - in their Schedule of Assets, totaling $10.1M 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 | NORTH GEORGIA ELECTRIC MEMBERSHIP CORPORATION NORTH GEORGIA ELECTRIC MEMBERSHIP CORPORATION 401(K) PLAN | DALTON GA | 156 | $50.1M | $3.0M |
| 2 | CALIFORNIA SUPPLY, INC. CALIFORNIA SUPPLY, INC. 401(K) PROFIT SHARING PLAN | GARDENA CA | 89 | $18.8M | $2.7M |
| 3 | FARM JOURNAL, INC. |
KANSAS CITY MO |
| 260 |
| $29.4M |
| $927K |
| 4 | BAYES ACHIEVEMENT CENTER BAYES ACHIEVEMENT CENTER 401(K) PROFIT SHARING PLAN | HUNTSVILLE TX | 144 | $10.7M | $787K |
| 5 | FORSTER & GARBUS LLP FORSTER & GARBUS 401(K) PLAN | ISLANDIA NY | 87 | $6.3M | $539K |
| 6 | MAYORS JEWELERS, INC. MAYORS JEWELERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | FORT LAUDERDALE FL | 673 | $32.0M | $520K |
| 7 | SMARTLINK, LLC SMARTLINK, LLC 401(K) PLAN | ANNAPOLIS MD | 466 | $31.0M | $418K |
| 8 | MD7, LLC MD7 401(K) PLAN | ALLEN TX | 234 | $9.3M | $224K |
| 9 | STERLING ENGINEERING, INC. STERLING ENGINEERING, INC. SALARY SAVINGS PLAN | WESTCHESTER IL | 254 | $19.5M | $162K |
| 10 | TONY'S FINER FOODS ENTERPRISES, LLC TONY'S FINER FOODS ENTERPRISES, LLC 401(K) PLAN | ONTARIO CA | 1,936 | $15.6M | $158K |
