Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Developing Markets Y Fund " in their Schedule of Assets, totaling $6.1M 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 | NATIONAL HERITAGE ACADEMIES, INC. NATIONAL HERITAGE ACADEMIES, INC. RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 6,715 | $307.3M | $5.3M |
| 2 | FRANCHISE GROUP, INC. FRANCHISE GROUP, INC. 401(K) PLAN | DELAWARE OH | 13,300 | $149.3M | $307K |
| 3 | PET SUPPLIES PLUS, LLC PET SUPPLIES PLUS, LLC 401(K) PLAN |
LIVONIA MI |
| 0 |
| $0 |
| $268K |
| 4 | BANKW STAFFING, LLC BANKW STAFFING, LLC RETIREMENT PLAN | BEDFORD NH | 883 | $23.3M | $209K |
| 5 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES POSTDOCTORAL PROFIT SHARING PLAN AND TRUST | SAN FRANCISCO CA | 100 | $2.0M | $8K |