Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Invesco Invesco Diversified Dividend R5 in their Schedule of Assets, totaling $6.9M 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 | THE BOUCHER GROUP, INC. THE BOUCHER GROUP 401(K) PROFIT-SHARING SAVINGS PLAN | GREENFIELD WI | 953 | $50.4M | $4.1M |
| 2 | GATEWAY REHABILITATION CENTER GATEWAY REHABILITATION CENTER 401(K) PROFIT SHARING PLAN | MOON TOWNSHIP PA | 538 | $17.4M | $891K |
| 3 | LAND MARK ELECTRIC, INC. |
CANOGA PARK CA |
| 200 |
| $12.0M |
| $525K |
| 4 | RUBICON TECHNOLOGIES, LLC RUBICON TECHNOLOGIES, LLC 401(K) PLAN | ATLANTA GA | 248 | $14.3M | $455K |
| 5 | VALLEY PRESBYTERIAN HOSPITAL TAX DEFERRED ANNUITY PROGRAM FOR EMPLOYEES OF VALLEY PRESBYTERIAN HOSPITAL | VAN NUYS CA | 1,688 | $89.4M | $347K |
| 6 | TRUVERIS INC TRUVERIS INC 401(K) PROFIT SHARING PLAN AND TRUST | WILMINGTON DE | 115 | $11.9M | $303K |
| 7 | LANG MASONRY CONTRACTORS, INC. LANG MASONRY CONTRACTORS, INC. 401(K) PLAN | WATERFORD OH | 550 | $25.2M | $140K |
| 8 | ERIE MANAGEMENT GROUP, LLC ERIE MANAGEMENT GROUP, LLC 401(K) PLAN | ERIE PA | 124 | $10.1M | $74K |
| 9 | GARRETT POPCORN HOLDING COMPANY, LLC GARRETT POPCORN SHOPS RETIREMENT SAVINGS PLAN | AURORA IL | 287 | $4.4M | $51K |
| 10 | BRKTHRU DIGITAL, LLC BRKTHRU DIGITAL, LLC 401(K) PSP | NEW YORK NY | 173 | $9.5M | $25K |
