Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding IGT Invesco Short-Term Bond Fund in their Schedule of Assets, totaling $1.0B 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 | CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET RI | 313,966 | $30.1B | $351.9M |
| 2 | PHILLIPS 66 COMPANY PHILLIPS 66 SAVINGS PLAN | HOUSTON TX | 12,051 | $7.7B | $311.9M |
| 3 | CAPITAL ONE FINANCIAL CORPORATION CAPITAL ONE FINANCIAL CORPORATION ASSOCIATE SAVINGS PLAN |
MCLEAN VA |
| 45,199 |
| $12.0B |
| $225.7M |
| 4 | COX ENTERPRISES, INC. COX ENTERPRISES, INC. 401(K) PLAN | ATLANTA GA | 42,495 | $8.1B | $74.4M |
| 5 | COMMUNITYAMERICA CREDIT UNION COMMUNITYAMERICA CREDIT UNION 401(K) SAVINGS PLAN | LENEXA KS | 1,067 | $577.8M | $60.0M |
