Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding INVESCO CORE PLUS BOND R in their Schedule of Assets, totaling $729K 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 | IBISWORLD INC IBISWORLD 401(K) PLAN | VENICE CA | 199 | $17.6M | $218K |
| 2 | WILEY METAL FABRICATING, INC. WILEY METAL FABRICATING, INC. 401(K) PLAN | MARION IN | 150 | $3.8M | $209K |
| 3 | THE CARLSON LAW FIRM, P.C. THE CARLSON LAW FIRM, P.C. 401(K) PLAN |
KILLEEN TX |
| 140 |
| $14.8M |
| $147K |
| 4 | HOUSE WORKS LLC HOUSE WORKS LLC 401(K) PLAN | WOBURN MA | 11,844 | $7.2M | $51K |
| 5 | HDL MANAGEMENT USA CORPORATION HDL MANAGEMENT USA CORPORATION- 401K PLAN | ARCADIA CA | 440 | $4.4M | $43K |
| 6 | INTEGRATED CARE COMMUNITIES, INC INTEGRATED CARE COMMUNITIES, INC 401(K) PROFIT SHARING PLAN | MORENO VALLEY CA | 130 | $1.7M | $31K |
| 7 | SOFT LANDING INTERVENTIONS, LLC SOFT LANDING INTERVENTIONS, LLC 401(K) PLAN | NAPERVILLE IL | 132 | $3.8M | $22K |
| 8 | SHEIN DISTRIBUTION CORPORATION SHEIN DISTRIBUTION CORPORATION- 401K PLAN | LOS ANGELES CA | 267 | $4.7M | $8K |
