Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding INVESCO ENERGY - A in their Schedule of Assets, totaling $689K 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 | PULPDENT CORPORATION PULPDENT CORPORATION 401K PROFIT SHARING PLAN | WATERTOWN MA | 115 | $16.2M | $250K |
| 2 | FX DIRECT DEALER LLC FX DIRECT DEALER, LLC SAVINGS AND INVESTMENT PLAN | JERSEY CITY NJ | 58 | $13.4M | $151K |
| 3 | INTERSTATE CHEMICAL COMPANY, INC |
HERMITAGE PA |
| 271 |
| $30.7M |
| $68K |
| 4 | PRINCETON HOLDINGS, LLC PRINCETON HOLDINGS 401K PLAN | NATHROP CO | 119 | $6.1M | $67K |
| 5 | ZENTECH MANUFACTURING, INC. ZENTECH MANUFACTURING 401(K) PROFIT SHARING PLAN & TRUST | BALTIMORE MD | 302 | $7.1M | $60K |
| 6 | OCEAN ASSOCIATES, INC. OCEAN ASSOCIATES, INC. 401(K) PLAN | ARLINGTON VA | 141 | $8.7M | $38K |
| 7 | UTAH FIRST FEDERAL CREDIT UNION UTAH FIRST FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 87 | $16.7M | $38K |
| 8 | HUTCHINS MOTORS, INC. O'CONNOR GMC RETIREMENT SAVINGS PLAN | AUGUSTA ME | 194 | $16.5M | $16K |
