Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Comstock A Mutual fund in their Schedule of Assets, totaling $3.7M 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 | JANESVILLE SAND & GRAVEL CO. JANESVILLE SAND & GRAVEL CO. AND LYCON INC. SAVINGS & RETIREMENT PLAN | JANESVILLE WI | 297 | $54.7M | $3.4M |
| 2 | HILL & SMITH GROUP HOLDINGS, INC. HILL & SMITH GROUP HOLDINGS, INC. 401(K) PLAN | COLUMBUS OH | 1,633 | $72.3M | $289K |
| 3 | FRIAR TUX SHOP |
ANAHEIM CA |
| 212 |
| $4.1M |
| $7K |
