Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Invesco Core Bond Y in their Schedule of Assets, totaling $6.5M 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 | CAMFIL USA, INC. CAMFIL USA, INC. 401(K) PLAN | RIVERDALE NJ | 1,279 | $103.3M | $2.1M |
| 2 | LIBERTY DENTAL PLAN CORPORATION LIBERTY DENTAL PLAN CORPORATION 401(K) PLAN | TUSTIN CA | 1,049 | $47.9M | $2.1M |
| 3 | NETCRACKER TECHNOLOGY CORPORATIO NETCRACKER TECHNOLOGY CORPORATION 401K PROFIT SHARING |
WALTHAM MA |
| 330 |
| $53.2M |
| $1.3M |
| 4 | GOTHAM TECHNOLOGY GROUP, LLC GOTHAM TECHNOLOGY GROUP, LLC 401(K) PLAN | MONTVALE NJ | 114 | $30.8M | $606K |
| 5 | TRIUMPH FOODS, LLC TRIUMPH FOODS, LLC 401K PLAN | SAINT JOSEPH MO | 514 | $14.6M | $260K |
| 6 | NATIONAL DEBT RELIEF NATIONAL DEBT RELIEF 401K PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 1,996 | $61.9M | $171K |
| 7 | ORTHOCOLORADO HOSPITAL ORTHOCOLORADO HOSPITAL 401(K) PLAN | LAKEWOOD CO | 201 | $13.3M | $20K |
| 8 | BAM MANAGEMENT US HOLDINGS INC. BAM MANAGEMENT US HOLDINGS INC. 401(K) PLAN | MIAMI FL | 65 | $3.9M | $6K |
| 9 | TRIUMPH FOODS, LLC TRIUMPH FOODS, LLC PRODUCTION 401K PLAN | SAINT JOSEPH MO | 1,932 | $3.8M | $5K |
| 10 | MACBEATH HARDWOOD COMPANY, INC. MACBEATH HARDWOOD COMPANY, INC. 401(K) PLAN | EDINBURGH IN | 104 | $6.4M | $5K |
