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 Funds in their Schedule of Assets, totaling $2.1M 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 | HAHN AUTOMOTIVE WAREHOUSE, INC. HAHN AUTOMOTIVE 401(K) PLAN | ROCHESTER NY | 942 | $26.2M | $2.0M |
| 2 | PEERLESS BEVERAGE CO. PEERLESS TRANSPORT 401(K) PLAN | UNION NJ | 137 | $15.8M | $106K |
| 3 | AXIS ANALYTICS, LLC AXIS ANALYTICS, LLC 401(K) SALARY DEFERRAL PLAN |
BERKELEY HEIGHTS NJ |
| 105 |
| $17.7M |
| $57K |