Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding GM Invesco Stable Value Retirement CL1 Invesco 0 in their Schedule of Assets, totaling $3.3M 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 | BENCHMARK FINANCIAL GROUP, INC. BENCHMARK GROUP 401(K) PLAN | AMHERST NY | 147 | $22.8M | $2.1M |
| 2 | EDUKIDS, INC. BRIGHTPATH 401(K) PLAN | BUFFALO NY | 2,614 | $14.1M | $431K |
| 3 | HENNESSY & ROACH P.C. HENNESSY & ROACH 401K SAVINGS PLAN |
| 168 |
| $26.7M |
| $341K |
| 4 | LINDBLAD EXPEDITIONS, INC. LINDBLAD EXPEDITIONS, INC 401(K) PLAN | SEATTLE WA | 691 | $48.7M | $215K |
| 5 | BCI SOLUTIONS, INC. BCI SOLUTIONS, INC. 401(K) PLAN | BREMEN IN | 122 | $6.6M | $109K |
| 6 | VAUGHN SILVERBERG & ASSOCIATES LLP VAUGHN, SILVERBERG & ASSOCIATES PS PLAN | AUSTIN TX | 80 | $15.1M | $43K |
| 7 | ROBERT WALTERS ASSOCIATES, INC. ROBERT WALTERS ASSOCIATES INC. 401(K) PLAN | NEW YORK NY | 113 | $8.6M | $20K |
