Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Lincoln National Life Insurance Co. Invesco Div Dividend Fund SA7Y in their Schedule of Assets, totaling $565K 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 | THE KRUMLAND COMPANY, LLC THE KRUMLAND CO., LLC 401(K) PLAN | ROSWELL NM | 194 | $11.3M | $560K |
| 2 | TRANSITIONS INTERMEDIATE HOLDINGS TRANSITIONS 401(K) PLAN | ELK GROVE VILLAGE IL | 192 | $7.7M | $6K |
