Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Invesco Equity and Income Fund - in their Schedule of Assets, totaling $21.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LOWNDES, DROSDICK, DOSTER, KANTOR & REED, PA LOWNDES, DROSDICK, DOSTER, KANTOR & REED, P.A. RETIREMENT PLAN | ORLANDO FL | 171 | $91.5M | $5.9M |
| 2 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH ASSOCIATION INC DEFINED BENEFIT PLAN AND TRUST | BUFFALO NY | 345 | $90.1M | $4.3M |
| 3 | RCG GLOBAL SERVICES, INC. |
ISELIN NJ |
| 139 |
| $46.3M |
| $4.3M |
| 4 | LIMBACH FACILITY SERVICES LLC LIMBACH FACILITY SERVICES LLC 401(K) SAVINGS PLAN | WARRENDALE PA | 0 | $0 | $1.7M |
| 5 | KAPLAN EARLY LEARNING COMPANY KELC 401(K) SAVINGS PLAN | LEWISVILLE NC | 1,189 | $37.8M | $1.0M |
| 6 | EASTEX CRUDE COMPANY EASTEX CRUDE COMPANY 401(K) PROFIT SHARING PLAN | LEESBURG TX | 257 | $27.6M | $968K |
| 7 | GRAPHICS-ATLANTA, LLC GRAPHICS-ATLANTA, LLC 401(K) PROFIT SHARING PLAN | STONE MOUNTAIN GA | 410 | $37.3M | $596K |
| 8 | B.V. HEDRICK GRAVEL AND SAND COMPANY B.V. HEDRICK GRAVEL AND SAND COMPANY SALARY DEFERRAL AND PROFIT SHARING PLAN | SALISBURY NC | 136 | $15.0M | $568K |
| 9 | U.S. NURSING CORPORATION INGENOVIS HEALTH 401(K) PLAN | GREENWOOD VILLAGE CO | 5,637 | $61.8M | $548K |
| 10 | PACE INDUSTRIES LLC PACE INDUSTRIES SAVINGS AND INVESTMENT PLAN | FAYETTEVILLE AR | 1,087 | $56.5M | $502K |
