Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 47 U.S. retirement plans report holding Invesco Developing Markets* in their Schedule of Assets, totaling $25.9M 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 | ALVAREZ & MARSAL HOLDINGS, LLC ALVAREZ & MARSAL HOLDINGS, LLC 401(K) AND RETIREMENT PLAN | NEW YORK NY | 4,783 | $1.1B | $9.7M |
| 2 | SPROUTS FARMERS MARKETS HOLDINGS, LLC SPROUTS FARMERS MARKETS HOLDINGS, LLC EMPLOYEE 401(K) SAVINGS PLAN | PHOENIX AZ | 35,946 | $264.6M | $2.7M |
| 3 | CAPE COD HEALTHCARE, INC. |
HYANNIS MA |
| 4,934 |
| $929.2M |
| $2.4M |
| 4 | FCDG MANAGEMENT LLC FCDG MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | MADISON WI | 226 | $24.7M | $1.5M |
| 5 | DIAMOND BASEBALL HOLDINGS, LLC DBH 401(K) PLAN | NEW YORK NY | 896 | $15.4M | $1.1M |
| 6 | HERREGAN DISTRIBUTORS, INC. HERREGAN DISTRIBUTORS, INC. EMPLOYEE PROFIT SHARING - 401(K) PLAN | EAGAN MN | 137 | $23.4M | $1.1M |
| 7 | JEWISH HOME LIFECARE, MANHATTAN TNJH 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,083 | $47.5M | $687K |
| 8 | OFFIT KURMAN, P.A. OFFIT KURMAN, P.A. 401(K) PROFIT SHARING PLAN | BETHESDA MD | 524 | $86.9M | $592K |
| 9 | HYDE GROUP, INC. THE HYDE GROUP EMPLOYEE PROFIT SHARING AND 401(K) PLAN | SOUTHBRIDGE MA | 166 | $24.8M | $489K |
| 10 | ENSONO, LP THE ENSONO 401(K) PLAN | DOWNERS GROVE IL | 1,452 | $198.8M | $480K |
