Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Comstock Y Fund " in their Schedule of Assets, totaling $2.9M 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 | CATO CORPORATION THE CATO CORPORATION 401(K)/PROFIT SHARING PLAN | CHARLOTTE NC | 2,792 | $72.9M | $2.2M |
| 2 | MELISSA & DOUG, LLC MELISSA & DOUG, LLC 401(K) PROFIT SHARING PLAN | WESTPORT CT | 306 | $38.4M | $770K |
| 3 | CROSBY TUGS LLC CROSBY TUGS, LLC 401(K) PLAN |
GALLIANO LA |
| 694 |
| $21.5M |
| $10K |