Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Equity and Income Fund Class R6 Registered Investment Company in their Schedule of Assets, totaling $825K 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 | THE DON CHAPIN CO., INC. THE DON CHAPIN CO., INC. 401(K) PLAN | SALINAS CA | 271 | $38.6M | $720K |
| 2 | FAIRWAY MEDICAL CENTER, LLC DBA AVALA AVALA 401(K) PLAN | COVINGTON LA | 344 | $14.0M | $105K |
