Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Invesco Invesco Diversified Dividend R6 N/R in their Schedule of Assets, totaling $48.3M 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 | YALE-NEW HAVEN HOSPITAL, INC. YALE-NEW HAVEN HOSPITAL AND TAX EXEMPT AFFILIATES TAX SHELTERED ANNUITY PLAN | NEW HAVEN CT | 22,243 | $2.3B | $26.7M |
| 2 | YALE-NEW HAVEN HOSPITAL, INC. YALE-NEW HAVEN HOSPITAL AND TAX-EXEMPT AFFLILIATES RETIREMENT SAVINGS PLAN | NEW HAVEN CT | 22,243 | $1.1B | $9.1M |
| 3 | BRIDGEPORT HOSPITAL |
BRIDGEPORT CT |
| 4,413 |
| $286.6M |
| $4.3M |
| 4 | LAWRENCE & MEMORIAL HOSPITAL LAWRENCE & MEMORIAL HOSPITAL 401(K) PLAN | NEW LONDON CT | 4,346 | $369.4M | $3.0M |
| 5 | GREENWICH HOSPITAL GREENWICH HOSPITAL TAX DEFERRED ANNUITY RETIREMENT PLAN | GREENWICH CT | 2,279 | $242.3M | $2.5M |
| 6 | BRIDGEPORT HOSPITAL BRIDGEPORT HOSPITAL EMPLOYER CONTRIBUTION RETIREMENT PLAN | BRIDGEPORT CT | 4,305 | $253.8M | $2.0M |
| 7 | BRSI, LP BENEFIT RECOVERY 401(K) PLAN | HOUSTON TX | 154 | $6.8M | $419K |
| 8 | CORPORATE PROFESSIONAL BUSINESS SERVICES INC. CORPORATE PROFESSIONAL BUSINESS SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN | NEW HAVEN CT | 91 | $35.9M | $299K |
