Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Invesco Diversified Dividend R5 (1) in their Schedule of Assets, totaling $10.8M 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 | SMITH & WESSON BRANDS, INC. SMITH & WESSON BRANDS, INC. PROFIT SHARING AND INVESTMENT PLAN | MARYVILLE TN | 1,417 | $256.9M | $10.4M |
| 2 | TENNESSEE STATE BANK TENNESSEE STATE BANK RETIREMENT PLAN | PIGEON FORGE TN | 206 | $14.3M | $406K |
