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 Invesco 0 in their Schedule of Assets, totaling $569K 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 | OPPORTUNE LLP OPPORTUNE LLP 401(K) PLAN | HOUSTON TX | 261 | $25.7M | $378K |
| 2 | SAMES NORTH AMERICA CORPORATION SAMES NORTH AMERICA CORPORATION 401(K) PLAN | PLYMOUTH MI | 93 | $16.8M | $191K |
