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 R6 Fund Mutual Fund in their Schedule of Assets, totaling $1.3M 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 | NICHOLS PORTLAND, INC. NICHOLS PORTLAND, INC. 401(K) SAVINGS PLAN | ST. MARYS PA | 707 | $40.6M | $1.2M |
| 2 | ROSE INTERNATIONAL, INC. ROSE INTERNATIONAL 401(K) PLAN | CHESTERFIELD MO | 4,209 | $56.9M | $101K |
