Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Invesco Equity and Income Mutual Funds in their Schedule of Assets, totaling $6.7M 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 | SUPPLYONE, INC. SUPPLYONE 401(K) PLAN | NEWTON SQUARE PA | 2,110 | $119.5M | $6.7M |
