Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Invesco Equity and Income R5 " in their Schedule of Assets, totaling $5.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DERR FLOORING CO. DERR FLOORING COMPANY 401(K) PLAN | WILLOW GROVE PA | 133 | $24.9M | $2.1M |
| 2 | GOLUB & COMPANY, LLC GOLUB & COMPANY, LLC 401(K) PLAN | CHICAGO IL | 107 | $19.2M | $1.6M |
| 3 | TRIUMPH FOODS, LLC TRIUMPH FOODS, LLC 401K PLAN |
| 514 |
| $14.6M |
| $845K |
| 4 | VALLEY FRESH FOODS, INC. VALLEY FRESH FOODS, INC. 401(K) PROFIT SHARING PLAN | TURLOCK CA | 509 | $32.9M | $739K |
| 5 | NEWCOMB OIL CO., LLC NEWCOMB OIL CO., LLC PROFIT SHARING AND 401K SAVINGS PLAN | BARDSTOWN KY | 801 | $29.9M | $240K |
| 6 | JEG'S AUTOMOTIVE, LLC JEG'S GROUP EMPLOYEES 401(K) PROFIT SHARING PLAN | DELAWARE OH | 354 | $20.3M | $187K |
| 7 | SILVER VENTURES, INC. SILVER ASSOCIATES' SAVINGS PLAN | SAN ANTONIO TX | 663 | $28.6M | $105K |
| 8 | TRIUMPH FOODS, LLC TRIUMPH FOODS, LLC PRODUCTION 401K PLAN | SAINT JOSEPH MO | 1,932 | $3.8M | $7K |
| 9 | GATEWAYS TO BETTER LIVING, INC. GATEWAYS TO BETTER LIVING, INC. 401K PLAN | YOUNGSTOWN OH | 321 | $6.7M | $2K |
