U.S. retirement plans whose Form 5500 Schedule of Assets reports a Invescofund, parsed from filing PDFs and ranked by position size. A prospecting list you won’t find under $200/mo anywhere else.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Invesco position |
|---|---|---|---|---|---|
| 1 | LOCKHEED MARTIN CORPORATION LMC DEFINED CONTRIBUTION MASTER TRUST | BETHESDA MD | — | $56.1B | $5.1B |
| 2 | TRUSTEES OF THE NATIONAL ELECTRICAL ANNUITY PLAN NATIONAL ELECTRICAL ANNUITY PLAN | ROCKVILLE MD | 89,789 | $18.1B | $1.3B |
| 3 | INVESCO HOLDING COMPANY (US), INC. INVESCO 401(K) PLAN | ATLANTA GA | 3,148 | $2.0B | $931.3M |
| 4 | CAPITAL ONE FINANCIAL CORPORATION CAPITAL ONE FINANCIAL CORPORATION ASSOCIATE SAVINGS PLAN | MCLEAN VA | 45,199 | $12.0B | $779.9M |
| 5 | CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET RI | 313,966 | $30.1B | $744.9M |
| 6 | BOARD OF TRUSTEES OF CARPENTERS PENSION FUND OF ILLINOIS CARPENTERS PENSION FUND OF ILLINOIS | DOWNERS GROVE IL | 5,031 | $2.3B | $725.5M |
| 7 | TYSON FOODS, INC. TYSON FOODS, INC. RETIREMENT SAVINGS PLAN | SPRINGDALE AR | 118,435 | $3.7B | $638.1M |
| 8 | TRUSTEES OF CARPENTERS BENEFIT PLANS OF ST. LOUIS CARPENTERS PENSION TRUST FUND OF ST. LOUIS | ST. LOUIS MO | 11,875 | $3.4B | $587.1M |
| 9 | ELI LILLY AND COMPANY LILLY SAVINGS PLAN MASTER TRUST FUND B | INDIANAPOLIS IN | — | $13.5B | $560.3M |
| 10 | ELI LILLY AND COMPANY THE LILLY EMPLOYEE 401(K) PLAN | INDIANAPOLIS IN | 21,803 | $13.1B | $552.9M |
