Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Core Bond Fund R6 in their Schedule of Assets, totaling $9.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LAERDAL MEDICAL CORPORATION LAERDAL MEDICAL CORPORATION 401(K) PROFIT SHARING PLAN | WAPPINGERS FALLS NY | 479 | $69.8M | $8.3M |
| 2 | BRADFORD SOAP INTERNATIONAL, INC. BRADFORD SOAP INTL, INC. RETIREMENT SAVINGS & P/S PLAN | WEST WARWICK RI | 254 | $16.8M | $896K |
| 3 | FIRST STATE BANK OF UVALDE |
UVALDE TX |
| — |
| $0 |
| $468K |
| 4 | UNITED CEREBRAL PALSY ASSOCIATION OF NIAGRA COUNTY, INC. UNITED CEREBRAL PALSY ASSOCIATIONS OF NIAGRA COUNTY, INC. 401(K) PROFIT SHARING PLAN | NIAGARA FALLS NY | 202 | $5.1M | $115K |
