Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Comstock Fund, R5 Pooled separate account in their Schedule of Assets, totaling $2.0M 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 | MOUNT OLIVET CEMETERY ASSOCIATION MOUNT OLIVET CEMETERY ASSN RETIREMENT SAVINGS PLAN | FORT WORTH TX | 133 | $14.2M | $1.9M |
| 2 | BONFES PLUMBING, HEATING & AIR SERVICE, INC. BONFE'S PLUMBING, HEATING & AIR SERVICE RETIREMENT PLAN | SOUTH ST. PAUL MN | 152 | $16.3M | $93K |
