Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Invs Divrs Divd R5 in their Schedule of Assets, totaling $2.1M 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 | OZINGA BROS., INC. OZINGA BROS., INC. EMPLOYEE'S PROFIT SHARING PLAN & TRUST | MOKENA IL | 650 | $142.7M | $1.9M |
| 2 | OZINGA READY MIX CONCRETE, INC. OZINGA READY MIX CONCRETE, INC. RETIREMENT PLAN | MOKENA IL | 287 | $22.7M | $98K |
| 3 | OZINGA READY MIX CONCRETE, INC. |
MOKENA IL |
| 724 |
| $23.1M |
| $55K |