Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding INVESCO COMSTOCK Y in their Schedule of Assets, totaling $4.4M 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 | COMMERCIAL CONTRACTORS, INC. MANGIONE FAMILY ENTERPRISES RETIREMENT PLAN | ELLICOTT CITY MD | 2,106 | $40.6M | $1.2M |
| 2 | THE KOREA TIMES LOS ANGELES, INC THE KOREA TIMES LOS ANGELES, INC 401(K) SAVINGS PLAN | LOS ANGELES CA | 87 | $11.5M | $1.0M |
| 3 | QUALITY GOLD OF CINCINNATI, INC. |
FAIRFIELD OH |
| 310 |
| $33.9M |
| $947K |
| 4 | LOBEL FINANCIAL LOBEL FINANCIAL 401K PLAN | ANAHEIM CA | 258 | $20.0M | $408K |
| 5 | NOVACOAST, INC. NOVACOAST, INC. 401(K) PLAN | OREM UT | 289 | $24.9M | $372K |
| 6 | AHP MANAGEMENT CORPORATION AHP MANAGEMENT CORPORATION 401K PROFIT SHARING PLAN & TRUST | ATLANTA GA | 271 | $8.7M | $344K |
| 7 | GILMAN BROTHERS CO. THE GILMAN BROTHERS 401K RETIREMENT PLAN | GILMAN CT | 105 | $3.0M | $121K |