Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Invesco Core Plus Bond R6 Mutual Fund in their Schedule of Assets, totaling $1.4M 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 | THOUGHT LOGIC CONSULTING, LLC THOUGHT LOGIC 401(K) PLAN | ATLANTA GA | 127 | $18.3M | $637K |
| 2 | THE CASON GROUP, INC THE CASON GROUP RETIREMENT PLAN | COLUMBIA SC | 199 | $12.7M | $568K |
| 3 | PEOPLEASE LLC PEOPLEASE LLC PLC SERVICES, LLC 401(K) PLAN |
CHARLESTON SC |
| 5,608 |
| $22.9M |
| $58K |
| 4 | MID FLORIDA COMMUNITY SERVICES, INC. 403(B) THRIFT PLAN MID FLORIDA COMMUNITY SERVICES, INC. 403(B) | BROOKSVILLE FL | 328 | $10.2M | $50K |
| 5 | PROTRIALS RESEARCH, INC. PROTRIALS RESEARCH, INC. 401(K) PROFIT SHARING PLAN | LOS GATOS CA | 84 | $21.5M | $37K |
| 6 | VSE LLC VSE 401(K) PROFIT SHARING PLAN | SAN JOSE CA | 202 | $30.5M | $14K |