Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Invesco Core Bond R " in their Schedule of Assets, totaling $855K 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 | TENDER LOVING CARE MANAGEMENT TLC MANAGEMENT, INC. 401(K) PLAN | MARION IN | 2,102 | $31.0M | $192K |
| 2 | JULIA O FAIGEL DMD, PC DR. DENTAL 401(K) PLAN | EAST BOSTON MA | 288 | $7.4M | $141K |
| 3 | NEW ENGLAND TRACTOR TRAILER TRAINING OF MASSACHUSETTS, INC. NEW ENGLAND TRACTOR TRAILER TRAINING 401(K) SAVINGS PLAN |
QUINCY MA |
| 257 |
| $4.6M |
| $132K |
| 4 | PARTICLE DYNAMICS INTERNATIONAL, PARTICLE DYNAMICS RETIREMENT PLAN | ST LOUIS MO | 93 | $7.0M | $101K |
| 5 | INFOVISION, INC INFOVISION, INC 401K PLAN | RICHARDSON TX | 291 | $12.3M | $56K |
| 6 | MYCENTRIC HEALTHCARE, LLC MYCENTRIC HEALTHCARE, LLC 401(K) PLAN | GREENVILLE TX | 201 | $1.9M | $53K |
| 7 | TMAG INDUSTRIES INC STELLAR SOLAR 401(K) PLAN | OCEANSIDE CA | 75 | $1.9M | $33K |
| 8 | CORNER HOME MEDICAL, INC. CORNER HOME MEDICAL INC. 401K PLAN AND TRUST | NEW HOPE MN | 403 | $8.1M | $30K |
| 9 | TATA ELXSI LTD TATA ELXSI 401(K) PLAN | TROY MI | 275 | $4.7M | $27K |
| 10 | ANDRUS TRANSPORTATION SERVICES I ANDRUS TRANSPORTATION SERVICES, INC. 401(K) PLAN | ST GEORGE UT | 258 | $4.6M | $21K |
