Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Invesco Equity and Income Fund Mutual fund in their Schedule of Assets, totaling $5.6M 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 | ANCHOR QEA, INC. ANCHOR QEA 401(K) PLAN | SEATTLE WA | 525 | $110.0M | $1.8M |
| 2 | AIR TRANSPORT INTERNATIONAL, INC. ATI FLIGHT CREW MEMBER 401(K) PLAN | WILMINGTON OH | 553 | $80.8M | $1.4M |
| 3 | AIR TRANSPORT INTERNATIONAL, INC. AIR TRANSPORT INTERNATIONAL, INC. 401(K) PLAN |
WILMINGTON OH |
| 773 |
| $48.6M |
| $1.1M |
| 4 | CUMMINGS & LOCKWOOD LLC CUMMINGS & LOCKWOOD EMPLOYEES 401(K) SAVINGS PLAN | STAMFORD CT | 195 | $107.2M | $1.1M |
| 5 | GLOBAL INFORMATION SYSTEMS, LLC GLOBAL INFORMATION SYSTEMS, LLC 401(K) PROFIT SHARING PLAN | LEXINGTON KY | 109 | $8.3M | $68K |
| 6 | AMERICAN INTEGRATED SERVICES, INC. AMERICAN INTEGRATED SERVICES, INC. 401(K) PROFIT SHARING PLAN | LONG BEACH CA | 436 | $30.8M | $64K |
| 7 | CALIFORNIA COMMERCIAL INVESTMENT GROUP, INC. CALIFORNIA COMMERCIAL INVESTMENT GROUP, INC. 401(K) PLAN | WESTLAKE VILLAGE CA | 352 | $4.8M | $64K |
| 8 | CHIMP HAVEN, INC. CHIMP HAVEN, INC. 403(B) PLAN | KEITHVILLE LA | 61 | $3.7M | $8K |
