Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Equity and Income A Invesco 0 in their Schedule of Assets, totaling $2.8M 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 | NAGEL PRECISION INC. NAGEL PRECISION INC. PS 401(K) PLAN AND TRUST | ANN ARBOR MI | 110 | $24.4M | $2.5M |
| 2 | PROGRAM PLANNING PROFESSIONALS INC. PROGRAM PLANNING PROFESSIONALS, INC. 401(K) | ANN ARBOR MI | 201 | $11.3M | $254K |
| 3 | ABC EMPLOYMENT HOLDINGS, LLC MS COMPANIES |
CARMEL IN |
| 623 |
| $5.5M |
| $1K |
