Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding INVSCO DIVRS DIVD R5 MUTUAL FUND in their Schedule of Assets, totaling $49K 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 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN | NEW ORLEANS LA | 934 | $71.0M | $45K |
| 2 | TEN OAKS, LLC TEN OAKS, LLC 401(K) PLAN | STUART VA | 196 | $2.8M | $4K |
