Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Invesco Comstock R in their Schedule of Assets, totaling $2.7M 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 | US TECH SOLUTIONS, INC. USTS 401(K) PLAN | JERSEY CITY NJ | 3,278 | $24.9M | $552K |
| 2 | GUN LAKE TRIBAL GAMING AUTHORITY THE GUN LAKE TRIBAL GAMING AUTHORITY 401(K) RETIREMENT PLAN | WAYLAND MI | 908 | $24.6M | $437K |
| 3 | MERGON CORPORATION MERGON CORPORATION 401(K) RETIREMENT PLAN |
ANDERSON SC |
| 211 |
| $5.4M |
| $318K |
| 4 | HCP FINANCIAL AND MANAGEMENT SER HCP FINANCIAL AND MANAGEMENT SERVICES 401(K) PLAN | ROLLING MEADOWS IL | 1,630 | $10.1M | $277K |
| 5 | AMERICAS FLOOR SOURCE AMERICA'S FLOOR SOURCE PROFIT SHARING PLAN | COLUMBUS OH | 466 | $15.6M | $260K |
| 6 | MEDSTAR, INC. MEDSTAR AMBULANCE RETIREMENT SAVINGS PLAN & TRUST | CLINTON TOWNSHIP MI | 214 | $10.9M | $160K |
| 7 | OAKLAND INTEGRATED HEALTHCARE NE OAKLAND INTEGRATED HEALTHCARE NETWORK 401K PLAN & TRUST | PONTIAC MI | 152 | $7.4M | $128K |
| 8 | TAMPA JCC/FEDERATION, INC. TAMPA JCC/FEDERATION, INC. 401K | TAMPA FL | 178 | $1.2M | $80K |
| 9 | BINAH MANAGEMENT SERVICES PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN | SCHAUMBERG IL | 115 | $13.5M | $69K |
| 10 | PURSHE KAPLAN STERLING INVESTMENTS, INC. PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN | ALBANY NY | 114 | $12.0M | $68K |
