Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Invesco Comstock R6 Fund " in their Schedule of Assets, totaling $5.8M 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 | MERUS CORPORATION MERUS 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 154 | $25.7M | $2.3M |
| 2 | PATTISON SIGN GROUP, INC. PATTISON SIGN RETIREMENT & VESTING PLAN | KNOXVILLE TN | 451 | $13.2M | $1.1M |
| 3 | THE RMR GROUP LLC THE RMR GROUP LLC 401(K) RETIREMENT PLAN |
NEWTON MA |
| 1,024 |
| $143.2M |
| $1.0M |
| 4 | DUAL NORTH AMERICA, INC. DUAL NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN | NAPLES FL | 694 | $62.6M | $987K |
| 5 | COVERT BUICK, INC. COVERT AUTO GROUP 401(K) PLAN | AUSTIN TX | 1,114 | $39.0M | $100K |
| 6 | TOBA, INC. TOBA, INC. PROFIT SHARING RETIREMENT PLAN | GRAND ISLAND NE | 398 | $6.3M | $84K |
| 7 | FIRST HERITAGE FEDERAL CREDIT UNION FIRST HERITAGE FEDERAL CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | CORNING NY | 141 | $16.0M | $84K |
| 8 | NOBLE SUPPLY & LOGISTICS, LLC NOBLE 401(K) PROFIT SHARING PLAN AND TRUST | BOSTON MA | 356 | $27.0M | $70K |
| 9 | WINDSOR HOUSE, INC. WINDSOR HOUSE, INC. 401(K) SAVINGS PLAN | GIRARD OH | 1,143 | $17.9M | $26K |
| 10 | MAKOR MANAGEMENT LLC MAKOR MANAGEMENT LLC 401(K) PLAN | NEEDHAM MA | 79 | $2.9M | $6K |
