Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Invs Divrs Divd R5 in their Schedule of Assets, totaling $7.2M 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 | ALTORFER INC. ALTORFER RETIREMENT PLAN | CEDAR RAPIDS IA | 936 | $162.8M | $2.9M |
| 2 | FINCH PAPER LLC THE 401(K) PLAN FOR HOURLY EMPLOYEES OF FINCH PAPER LLC | GLENS FALLS NY | 420 | $28.9M | $2.2M |
| 3 | DESCHUTES BREWERY, INC. DESCHUTES BREWERY, INC. 401(K) PLAN |
BEND OR |
| 388 |
| $31.5M |
| $805K |
| 4 | PAYLINK PAYMENT PLANS, LLC PAYLINK PAYMENT PLANS, LLC 401(K) PLAN | CHICAGO IL | 137 | $13.5M | $418K |
| 5 | CENTER FOR FRATERNAL EXCELLENCE, INC. CFE 401(K) PLAN | FISHERS IN | 133 | $10.7M | $333K |
| 6 | CBC ACQUISITION, LLC DBA CITY BREWING CO., LLC CITY BREWING COMPANY HOURLY 401(K) PLAN | LA CROSSE WI | 407 | $43.2M | $201K |
| 7 | ALTORFER INC. ALTORFER INC. EMPLOYEES SAVINGS PLAN | CEDAR RAPIDS IA | 210 | $27.9M | $131K |
| 8 | CBC ACQUISITION, LLC DBA CITY BREWING CO., LLC CITY BREWING COMPANY SALARIED 401(K) PLAN | LA CROSSE WI | 517 | $33.2M | $88K |
| 9 | DETEX CORPORATION DETEX CORPORATION 401(K) & PROFIT SHARING PLAN | NEW BRAUNFELS TX | 121 | $12.7M | $67K |
| 10 | CBC LATROBE ACQUISITION, LLC CBC U 401(K) PLAN | LACROSSE WI | 754 | $19.1M | $42K |
