Invesco Global Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 366 retirement plans report an interest in this investment, totaling $34.7M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
366
Reported interest (EOY)
$34.7M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 5 name variants: Invesco Global Fund, Invesco Global, Invesco Global A, Invesco Global FD, Invesco Global Y. Counts combine all variants of the same investment.
Plans holding Invesco Global Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS TN | 25,713 | $550.4M | $4.3M |
| 2 | MIDLAND INFORMATION RESOURCES COMPANY ELANDERS AMERICAS 401(K) RETIREMENT PLAN | DAVENPORT IA | 159 | $20.3M | $1.2M |
| 3 | KIRKPATRICK OIL COMPANY, INC. KIRKPATRICK COMPANIES SAVINGS INCENTIVE & PROFIT SHARING PLAN | OKLAHOMA CITY OK | 151 | $26.5M | $1.1M |
| 4 | J.M. WILSON CORPORATION J.M. WILSON CORPORATION SAVINGS PLAN | PORTAGE MI | 142 | $15.4M | $797K |
| 5 | PHYSICIANS LABORATORY, P.C. PHYSICIANS LABORATORY PROFIT SHARING 401(K) RETIREMENT PLAN | OMAHA NE | 140 | $12.9M | $742K |
| 6 | DEBEAUBIEN, SIMMONS, KNIGHT, MANTZARIS & NEAL, LLP DBKSM&N 401(K) PROFIT SHARING PLAN AND TRUST | ORLANDO FL | 100 | $16.8M | $689K |
| 7 | THE CATHOLIC COUNCIL FOR THE SPANISH SPEAKING EL CONCILIO PROFIT SHARING 401(K) PLAN | STOCKTON CA | 236 | $9.8M | $686K |
| 8 | IRISNDT INC. IRISNDT INC. 401(K) PLAN | HOUSTON TX | 1,603 | $42.6M | $526K |
| 9 | MERRILL FARMS, LLC MERRILL FARMS, LLC RETIREMENT PLAN & TRUST | SALINAS CA | 218 | $16.8M | $508K |
| 10 | TILDEN-COIL CONSTRUCTORS, INC. TILDEN-COIL CONSTRUCTORS, INC. 401(K) PROFIT SHARING PLAN | RIVERSIDE CA | 156 | $43.4M | $496K |
See all 366 plans holding Invesco Global Fund
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