Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding Invesco Core Bond R6 in their Schedule of Assets, totaling $10.3M 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 | STAFF-LINE, INC. DBA ETHAN ALLEN HR SERVICES ETHAN ALLEN HR SERVICES RETIREMENT SAVINGS PLAN | POUGHKEEPSIE NY | 1,234 | $48.4M | $2.6M |
| 2 | PRIMROSE HOLDINGS LLC PRIMROSE HOLDINGS LLC 401K PLAN | ATLANTA GA | 157 | $16.4M | $994K |
| 3 | OPTIMUS HEALTH CARE, INC. SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC. |
BRIDGEPORT CT |
| 356 |
| $28.6M |
| $977K |
| 4 | SWIFT TECHNICAL SERVICES, LLC AIRSWIFT TECHNICAL SERVICES 401(K) PS PLAN & TRUST | HOUSTON TX | 541 | $50.8M | $936K |
| 5 | LEE BANK LEE BANK 401(K) PLAN | LEE MA | 121 | $19.5M | $886K |
| 6 | NONGSHIM HOLDINGS USA, INC. NONGSHIM AMERICA, INC. 401(K) PLAN | RANCHO CUCAMONGA CA | 763 | $27.7M | $668K |
| 7 | SWIFT TECHNICAL SERVICES, LLC AIRSWIFT OIL AND GAS 401(K) PROFIT SHARING PLAN | HOUSTON TX | 1,274 | $71.9M | $636K |
| 8 | SUMMIT CAREER COLLEGE, INC. SUMMIT CAREER COLLEGE 401(K) PROFIT SHARING PLAN | SAN BERNARDINO CA | 89 | $3.4M | $358K |
| 9 | CONTINENTAL CAFE, INC. D/B/A CONTINENTAL SERVICES CONTINENTAL SERVICES 401(K) PROFIT SHARING PLAN | STERLING HEIGHTS MI | 2,727 | $28.1M | $337K |
| 10 | FRANCONIA-SPRINGFIELD SURGERY INOVA SURGERY CENTERS 401(K) PLAN | ALEXANDRIA VA | 378 | $26.6M | $328K |
