Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Comstock A Registered Investment Company in their Schedule of Assets, totaling $4.1M 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 | NORTH EAST MEDICAL SERVICES NORTH EAST MEDICAL SERVICES PROFIT SHARING 401(K) PLAN | DALY CITY CA | 1,096 | $175.0M | $2.3M |
| 2 | HARBOR LINX, INC. HARBOR LINX, INC. 401K PLAN | ALAMEDA CA | 166 | $38.5M | $990K |
| 3 | SEATTLE METRO. CREDIT UNION SEATTLE METROPOLITAN CREDIT UNION 401(K) PLAN |
SEATTLE WA |
| 181 |
| $16.1M |
| $403K |
| 4 | BEAUTY 21 COSMETICS INC BEAUTY 21 COSMETICS INC 401K PLAN | ONTARIO CA | 161 | $11.6M | $336K |
| 5 | KORG USA INC. KORG USA INC. 401(K) RETIREMENT PLAN | MELVILLE NY | 79 | $24.8M | $55K |