Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Invesco: Developing Markets Fund in their Schedule of Assets, totaling $10.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ATHENA HEALTH CARE ASSOCIATES, INC. ATHENA HEALTH CARE ASSOCIATES, INC. 401K PLAN | FARMINGTON CT | 11,373 | $118.4M | $2.8M |
| 2 | QCR HOLDINGS, INC. QCR HOLDINGS, INC. 401(K) PLAN | MOLINE IL | 1,013 | $152.1M | $2.7M |
| 3 | ERGON, INC. ERGON 401(K) PLAN |
FLOWOOD MS |
| 3,470 |
| $651.4M |
| $1.2M |
| 4 | FLEXFAB HORIZONS INTERNATIONAL FLEXFAB PENSION PLAN | HASTINGS MI | 105 | $22.8M | $1.1M |
| 5 | GENESCO INC. GENESCO SALARY DEFERRAL PLAN | NASHVILLE TN | 10,894 | $190.2M | $822K |
| 6 | HUTCHINSON & BLOODGOOD, LLP HUTCHINSON & BLOODGOOD, LLP 401(K) PROFIT SHARING PLAN | GLENDALE CA | 186 | $57.8M | $660K |
| 7 | NATIONAL INSURANCE PRODUCER REGISTRY NIPR RETIREMENT INVESTMENT PLAN | KANSAS CITY MO | 162 | $25.9M | $366K |
| 8 | APPRISS, INC. APPRISS, INC. 401(K) SAVINGS PLAN | LOUISVILLE KY | 564 | $49.7M | $261K |
| 9 | SENIOR CARE COMMUNITIES, LLC SENIOR CARE COMMUNITIES 403(B)(7)PLAN | ST. LOUIS PARK MN | 399 | $4.1M | $111K |
| 10 | C & C NORTH AMERICA INC. C & C NORTH AMERICA INC. 401(K) PROFIT SHARING PLAN AND TRUST | MIAMI FL | 1,278 | $41.3M | $103K |
