Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Invesco Core Bond R6 Mutual fund in their Schedule of Assets, totaling $3.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BANKER'S TOOLBOX, INC. ABRIGO EMPLOYEE SAVINGS PLAN | AUSTIN TX | 617 | $76.5M | $1.0M |
| 2 | KEYSTONE PACIFIC PROPERTY MANAGEMENT, LLC KEYSTONE PACIFIC 401(K) PLAN | IRVINE CA | 383 | $16.5M | $685K |
| 3 | THE LEADING HOTELS OF THE WORLD, LTD. THE LEADING HOTELS OF THE WORLD, LTD. 401(K) PLAN |
NEW YORK NY |
| 93 |
| $25.9M |
| $656K |
| 4 | HAI MANAGEMENT, INC. THE HUMPHREY COMPANIES 401(K) PLAN | COLUMBIA MD | 274 | $8.9M | $501K |
| 5 | THOMPSON, VENTULETT, STAINBACK & ASSOCIATES, INC. TVS 401(K) RETIREMENT PLAN | ATLANTA GA | 135 | $21.2M | $451K |
| 6 | WINERY EXCHANGE, INC. WINERY EXCHANGE INC., 401(K) PLAN | NOVATO CA | 138 | $15.2M | $191K |
| 7 | PSYCHOTHERAPEUTIC EVALUATIONAL PROGRAMS, INC. PSYCHOTHERAPEUTIC 401(K) PROFIT SHARING PLAN AND TRUST | JAMAICA NY | 156 | $12.1M | $127K |
| 8 | EDEN AUTISM SERVICES, INC. EDEN AUTISM SERVICES, INC. 403(B) RETIREMENT PLAN | PRINCETON NJ | 549 | $22.3M | $102K |
| 9 | VERATO INC. VERATO, INC. 401(K) PROFIT SHARING PLAN AND TRUST | MCLEAN VA | 116 | $14.1M | $43K |
| 10 | LORAIN COUNTY PRINTING & PUBLISHING COMPANY LORAIN COUNTY PRINTING & PUBLISHING COMPANY 401(K) PLAN | ELYRIA OH | 118 | $3.4M | $11K |
