Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Charter A in their Schedule of Assets, totaling $114K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BHJ USA, LLC BHJ USA, LLC 401(K) PLAN | OMAHA NE | 355 | $7.4M | $73K |
| 2 | CENCORE, LLC CENCORE LLC 401K PLAN | SPRINGVILLE UT | 476 | $4.0M | $23K |
| 3 | FOCUS ON THE FAMILY FOCUS ON THE FAMILY 403(B) PLAN | COLORADO SPRINGS CO |
| 678 |
| $75.0M |
| $18K |