Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 377 retirement plans report an interest in this investment, totaling $34.4M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: Invesco Global Fund, Invesco Global, Invesco Global R, Invesco Global A, Invesco Global FD, Invesco Global Y. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | ADAMS KEEGAN INC. ADAMS KEEGAN RETIREMENT SAVINGS PLAN | MEMPHIS TN | 24,235 | $415.2M | $3.7M |
| 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 | IRISNDT INC. IRISNDT INC. 401(K) PLAN | HOUSTON TX | 1,603 | $42.6M | $526K |
| 8 | THE CATHOLIC COUNCIL FOR THE SPANISH SPEAKING OF THE DIOCESE OF STOCKT EL CONCILIO PROFIT SHARING 401(K) PLAN | STOCKTON CA | 212 | $8.4M | $508K |
| 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 |
