Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Core Plus Bond R6 Fd in their Schedule of Assets, totaling $8.9M 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 | MILES SAND & GRAVEL COMPANY MILES SAND & GRAVEL COMPANY RETIREMENT PLAN | PUYALLUP WA | 513 | $58.1M | $4.1M |
| 2 | ND PAPER INC. ND PAPER 401(K) SAVINGS PLAN | OAK BROOK IL | 580 | $131.2M | $2.3M |
| 3 | ND PAPER INC. ND PAPER RETIREMENT PLAN |
| 330 |
| $85.1M |
| $2.1M |
| 4 | MED-METRIX LLC MED-METRIX 401K PLAN | PARSIPPANY NJ | 2,088 | $74.9M | $339K |
| 5 | VENTURA SERVICES FL LLC VENTURA SERVICES FL LLC 401(K) PLAN | FORT LAUDERDALE FL | 3,411 | $4.5M | $143K |