Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding INVS DIVRS DIVD R5 Mutual fund in their Schedule of Assets, totaling $16.5M 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 | OTSUKA AMERICA PHARMACEUTICAL INC. OTSUKA AMERICA 401(K) SAVINGS PLAN | PRINCETON NJ | 3,187 | $1.1B | $16.3M |
| 2 | CONVERTIBLE CASTLE, INC. DBA BERNIE & PHYL'S FURNI BERNIE & PHYL'S FURNITURE RETIREMENT PLAN | NORTON MA | 371 | $17.9M | $95K |
| 3 | JAG - ONE INTERMEDIATE HOLDINGS |
BRIDGEWATER NJ |
| 1,956 |
| $31.9M |
| $93K |
| 4 | SUZANNA'S KITCHEN, INC. SUZANNA'S KITCHEN, INC. 401(K) AND PROFIT SHARING PLAN | PEACHTREE CORNERS GA | 310 | $14.6M | $28K |
