Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Invesco Diversified Dividend R5 Fund in their Schedule of Assets, totaling $1.2M 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 | G.K. ENTERPRISES, INC. WHITING SWENSON EMPLOYEE'S SAVINGS PLAN | MONEE IL | 124 | $29.3M | $607K |
| 2 | PAJARO VALLEY HEALTH CARE DISTRICT AND WATSONVILLE HOSPITAL CORP. WATSONVILLE COMMUNITY HOSPITAL CASH BALANCE PENSION PLAN | WATSONVILLE CA | 122 | $3.8M | $339K |
| 3 | CONNOR GROUP, INC. |
RENO NV |
| 593 |
| $68.4M |
| $126K |
| 4 | GOODWILL INDUSTRIES OF GREATER GRAND RAPIDS, INC. GOODWILL INDUSTRIES 401(K) & PROFIT SHARING PLAN | GRANDVILLE MI | 705 | $8.4M | $122K |
