Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Comstock R5 Mutual fund in their Schedule of Assets, totaling $54.9M 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 | EOG RESOURCES, INC. EOG RESOURCES, INC. SAVINGS AND RETIREMENT PLAN | HOUSTON TX | 3,003 | $1.3B | $54.1M |
| 2 | OPERATIONS HOLDINGS, INC. NYH, MC, MCS OP, MM & MCNY 401(K) EMPLOYEE SAVINGS PLAN | NEW YORK NY | 66 | $7.6M | $580K |
| 3 | SOMERVILLE-CAMBRIDGE ELDER SERVICES, INC. |
SOMERVILLE MA |
| 141 |
| $12.3M |
| $245K |