Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Invesco Invesco Diversified Dividend in their Schedule of Assets, totaling $1.3M 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 | PEACOCK AUTOMOTIVE, LLC PEACOCK AUTOMOTIVE, LLC 401(K) PLAN | MAITLAND FL | 43 | $3.8M | $421K |
| 2 | MID-CITY ELECTRIC COMPANY MID-CITY ELECTRIC COMPANY EMPLOYEES PROFIT SHARING PLAN | WESTERVILLE OH | 98 | $10.7M | $347K |
| 3 | STERLING SPRING, L.L.C. STERLING SPRING, L.L.C. RETIREMENT PLAN |
CHICAGO IL |
| 103 |
| $11.1M |
| $259K |
| 4 | UROPARTNERS, LLC UROPARTNERS, LLC 401(K) PROFIT SHARING PLAN | WESTCHESTER IL | 0 | $24.2M | $193K |
| 5 | IOWA PLAINS SIGNING, INC. IOWA PLAINS SIGNING, INC. 401(K) PLAN | SLATER IA | 264 | $6.6M | $38K |
| 6 | JACKSON CHRISTIAN SCHOOL JACKSON CHRISTIAN SCHOOL 403(B) DC PLAN | JACKSON TN | 232 | $6.9M | $3K |
