Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding INVESCO DEV MARKETS - Y in their Schedule of Assets, totaling $5.2M 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 | SAN DIEGO TOURISM AUTHORITY SAN DIEGO TOURISM AUTHORITY 401K PROFIT SHARING PLAN & TRUST | SAN DIEGO CA | 72 | $13.4M | $575K |
| 2 | DS HOPKINS HOLDINGS LLC DS HOPKINS HOLDINGS LLC DBA COUNCIL ADVISORS 401(K) PLAN | NEW YORK NY | 146 | $37.4M | $502K |
| 3 | CALAMP CORP. |
CARLSBAD CA |
| 232 |
| $75.8M |
| $477K |
| 4 | NES GLOBAL, LLC NES GLOBAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 2,310 | $47.5M | $453K |
| 5 | ADVANCED DIGITAL DATA, INC. ADVANCED DIGITAL DATA INC. EMPLOYEE SAVINGS PLAN | FLANDERS NJ | 131 | $32.2M | $433K |
| 6 | TRANSEL ELEVATOR & ELECTRIC, INC TRANSEL ELEVATOR AND ELECTRIC, INC. 401(K)/PROFIT SHARING PLAN | LONG ISLAND CITY NY | 85 | $13.0M | $424K |
| 7 | MYGRANT GLASS COMPANY, INC. MYGRANT GLASS COMPANY 401K PLAN | HAYWARD CA | 1,482 | $43.0M | $420K |
| 8 | COOPER INVESTORS, INC. COOPER INVESTORS, INC. 401(K) PLAN | WHITESTONE NY | 286 | $61.2M | $394K |
| 9 | WINCHESTER INTERCONNECT WINCHESTER INTERCONNECT 401K PLAN | MILFORD CT | 759 | $68.2M | $329K |
| 10 | NATIONAL DEBT RELIEF NATIONAL DEBT RELIEF 401K PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 1,996 | $61.9M | $285K |
