Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Invesco Developing Markets Registered investment company in their Schedule of Assets, totaling $5.3M 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 | ST. LAWRENCE UNIVERSITY ST. LAWRENCE UNIVERSITY 403(B) RETIREMENT PLAN | CANTON NY | 707 | $345.6M | $3.9M |
| 2 | CHINESE HOSPITAL CHINESE HOSPITAL 403(B) RETIREMENT PLAN | SAN FRANCISCO CA | 817 | $43.0M | $618K |
| 3 | FIRST AMERICAN BANK FIRST AMERICAN BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN |
ARTESIA NM |
| 197 |
| $81.5M |
| $528K |
| 4 | MORRIS BANK MORRIS BANK 401(K) AND EMPLOYEE STOCK OWNERSHIP PLAN | DUBLIN GA | 172 | $31.9M | $102K |
| 5 | WESTECH SYSTEMS, LLC WESTECH SYSTEMS, LLC RETIREMENT PLAN | CLOVIS CA | 203 | $12.7M | $65K |
| 6 | MARC REALTY MARC REALTY 401(K) PLAN | CHICAGO IL | 115 | $7.5M | $23K |
| 7 | ADVANCED PHYSICAL THERAPY & SPORTS MEDICINE ADVANCED PHYSICAL THERAPY 401(K) PLAN | APPLETON WI | 119 | $11.0M | $21K |
| 8 | LAURENCE SCHOOL LAURENCE SCHOOL 401(K) PROFIT SHARING PLAN | VALLEY GLEN CA | 88 | $12.0M | $8K |
