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 R6 Mutual Fund in their Schedule of Assets, totaling $1.2M 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 | METROPOLITAN CORP. METROPOLITAN CORPORATION 401(K) PLAN AND TRUST | MINNETONKA MN | 374 | $29.1M | $920K |
| 2 | BROWNS MEDICAL IMAGING, LLC BROWNS MEDICAL IMAGING LLC RETIREMENT SAVINGS PLAN | OMAHA NE | 154 | $17.9M | $321K |
