Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Comstock R5 Fd in their Schedule of Assets, totaling $1.9M 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 | BOUMA GROUP, INC. BOUMA GROUP, INC. RETIREMENT PLAN | GRAND RAPIDS MI | 194 | $31.4M | $971K |
| 2 | ROBERT MADDEN INDUSTRIES, LTD ROBERT MADDEN INDUSTRIES, LTD. 401(K) PLAN | LUBBOCK TX | 279 | $27.6M | $945K |