Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Exchange-Traded & Closed-End Funds Invesco Van Kampen Bond Fund (VBF) Exchange-Traded & Closed-End Fund in their Schedule of Assets, totaling $218K 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 | PREMIER COATING INC DBA PREMIER FINISHING PREMIER COATING 401(K) PROFIT SHARING PLAN | STOCKTON CA | 84 | $4.6M | $218K |
