Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding INVESCO RISING DIV Y in their Schedule of Assets, totaling $3.9M 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 | CAMFIL USA, INC. CAMFIL USA, INC. 401(K) PLAN | RIVERDALE NJ | 1,279 | $103.3M | $3.7M |
| 2 | METROPOLITAN GOLF GROUP, LLC METROPOLITAN GOLF GROUP, LLC 401(K) PS PLAN AND TRUST | MONROE TWP NJ | 222 | $3.0M | $188K |
