Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco American Franchise Y in their Schedule of Assets, totaling $4.9M 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 | GREEN HILLS SOFTWARE LLC GREEN HILLS SOFTWARE 401(K) PLAN | SANTA BARBARA CA | 251 | $125.0M | $4.9M |
| 2 | OHIO VALLEY GAS CORPORATION OHIO VALLEY GAS CORPORATION EMPLOYEES' 401(K) PLAN | WINCHESTER IN | 153 | $19.9M | $24K |
| 3 | KEY BENEFIT ADMINISTRATORS KEY FAMILY 401K PLAN |
FISHERS IN |
| 393 |
| $21.6M |
| $2K |
