Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding INVESCO EQTY AND INCOME CL R6 MUTUAL FUNDS in their Schedule of Assets, totaling $831K 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 | ALAN RITCHEY, INC. ALAN RITCHEY, INC. EMPLOYEE PROFIT SHARING PLAN | VALLEY VIEW TX | 619 | $21.7M | $808K |
| 2 | TITLE FINANCIAL CORPORATION TITLE FINANCIAL CORPORATION 401(K) PLAN | BLACKFOOT ID | 393 | $32.6M | $22K |
