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, R5 Mutual fund in their Schedule of Assets, totaling $231K 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 | EUROPA EYEWEAR CORPORATION EUROPA EYEWEAR CORPORATION RETIREMENT SAVINGS PLAN | VERNON HILLS IL | 164 | $17.9M | $225K |
| 2 | SIGHT SCIENCES, INC. SIGHT SCIENCES, INC. 401(K) PLAN | MENLO PARK CA | 209 | $21.3M | $6K |