Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Convertible Securities Fund in their Schedule of Assets, totaling $75K 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 | FOOTPRINT ACQUISITION LLC FOOTPRINT ACQUISITION LLC 401K PLAN | LISLE IL | 650 | $17.0M | $48K |
| 2 | EFFICIENT COLLABORATIVE RETAIL MARKETING COMPANY DBA ECRM THE ECRM CO. 401(K) RETIREMENT PLAN | SOLON OH | 137 | $21.0M | $27K |