Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco American Franchise R6 in their Schedule of Assets, totaling $2.5M 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 | HAMRICKS, INC. HAMRICKS CORPORATION 401(K) RETIREMENT PLAN | GAFFNEY SC | 559 | $11.2M | $1.4M |
| 2 | MILBER, MAKRIS, PLOUSADIS & SEIDEN LLP MILBER, MAKRIS, PLOUSADIS & SEIDEN 401(K) PLAN | WOODBURY NY | 280 | $30.9M | $984K |
| 3 | BLINDSTO GO US INC. BLINDS TO GO 401K PLAN |
PARAMUS NJ |
| 495 |
| $12.9M |
| $153K |
