Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Empower Trust Company, LLC Invesco Equity and Income Fund in their Schedule of Assets, totaling $13K 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 | UNIVERSITY HOSPITALS HEALTH SYSTEM UNIVERSITY HOSPITALS HEALTH SYSTEM 403(B) MATCHED RETIREMENT SAVINGS PLAN | CLEVELAND OH | 29,885 | $2.5B | $13K |
