Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Invesco Comstock Fund - in their Schedule of Assets, totaling $22.4M 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 | LECO CORPORATION LECO CORPORATION 401(K) RETIREMENT PLAN | ST. JOSEPH MI | 807 | $154.2M | $5.0M |
| 2 | UNITED REFINING COMPANY UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR SALARIED EMPLOYEES | WARREN PA | 503 | $90.6M | $4.8M |
| 3 | TACTICAL ENGINEERING & ANALYSIS, INC. |
SAN DIEGO CA |
| 206 |
| $34.8M |
| $2.7M |
| 4 | UNITED REFINING COMPANY UNITED REFINING COMPANY INCENTIVE SAVINGS PLAN FOR HOURLY EMPLOYEES | WARREN PA | 348 | $43.2M | $1.9M |
| 5 | ROCK OF AGES CORPORATION SWENSON GRANITE 401(K) RETIREMENT PLAN | GRANITEVILLE VT | 112 | $29.3M | $1.3M |
| 6 | ROCK OF AGES CORPORATION SWENSON GRANITE UNION 401(K) PLAN | GRANITEVILLE VT | 164 | $11.2M | $923K |
| 7 | METHUEN CONSTRUCTION CO., INC. METHUEN CONSTRUCTION CO., INC. RETIREMENT PLAN | PLAISTOW NH | 0 | $0 | $919K |
| 8 | EASTEX CRUDE COMPANY EASTEX CRUDE COMPANY 401(K) PROFIT SHARING PLAN | LEESBURG TX | 257 | $27.6M | $856K |
| 9 | SPANGLER CANDY COMPANY SPANGLER CANDY COMPANY 401(K) SAVINGS PLAN | BRYAN OH | 523 | $35.7M | $728K |
| 10 | THE WILLIAMSON GROUP, INC. THE WILLIAMSON GROUP, INC. 401(K) SAVINGS PLAN | LOUISVILLE KY | 101 | $24.1M | $719K |
