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 Pooled Separate Account in their Schedule of Assets, totaling $2.0M 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 | SLUMBERLAND, INC. SLUMBERLAND, INC. SALARY SAVINGS PLAN | OAKDALE MN | 538 | $69.9M | $1.2M |
| 2 | EAKAS CORPORATION EAKAS CORPORATION 401(K) RETIREMENT & SAVINGS PLAN | PERU IL | 337 | $17.2M | $810K |
