Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Invesco Equity and Income A in their Schedule of Assets, totaling $14.6M 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 | LEADEC CORP. LEADEC CORP. 401(K) PLAN | CINCINNATI OH | 1,532 | $45.3M | $5.7M |
| 2 | DATAMAX, INC. DATAMAX, INC. 401(K)/PROFIT SHARING PLAN | ST LOUIS MO | 217 | $33.6M | $2.5M |
| 3 | NDI ENGINEERING COMPANY NDI ENGINEERING COMPANY 401(K) PROFIT SHARING PLAN | THOROFARE NJ | 251 | $24.7M | $2.0M |
| 4 | SOVEREIGN CONSULTING INC. SOVEREIGN CONSULTING INC. 401(K) PLAN | CHERRY HILL NJ | 139 | $23.7M | $1.3M |
| 5 | FX DIRECT DEALER LLC FX DIRECT DEALER, LLC SAVINGS AND INVESTMENT PLAN | JERSEY CITY NJ | 58 | $13.4M | $800K |
| 6 | APCO GRAPHICS, INC. APCO GRAPHICS, INC. 401(K) PLAN | ATLANTA GA | 101 | $13.7M | $446K |
| 7 | BENTEK CORPORATION BENTEK CORPORATION INC. 401K PLAN | SAN JOSE CA | 146 | $8.8M | $290K |
| 8 | ARROW STRATEGIES, LLC ARROW STRATEGIES 401(K) PLAN | ROYAL OAK MI | 206 | $6.8M | $264K |
| 9 | CARNEY MANAGEMENT COMPANY, INC. BERNARDI AUTO GROUP RETIREMENT PLAN | FRAMINGHAM MA | 329 | $27.0M | $204K |
| 10 | FREEMAN INVESTMENT COMPANY, L.P. FREEMAN INVESTMENT COMPANY, L.P. 401(K) PLAN | GRAPEVINE TX | 537 | $23.4M | $181K |
