Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Invesco Equity and Income R6 Mutual fund - in their Schedule of Assets, totaling $29.8M 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 | WEATHERFORD INTERNATIONAL, LLC WEATHERFORD INTERNATIONAL, LLC 401(K) SAVINGS PLAN | HOUSTON TX | 3,061 | $581.4M | $15.6M |
| 2 | SOUTHERN CALIFORNIA PIPE TRADES DEFINED SOUTHERN CALIFORNIA PIPE TRADES DEFINED CONTRIBUTION PLAN | LOS ANGELES CA | 13,030 | $404.5M | $12.5M |
| 3 | TAUCK, INC. |
WILTON CT |
| 493 |
| $112.6M |
| $882K |
| 4 | BAESMAN GROUP, INC. BAESMAN GROUP, INC., 401(K) SAVINGS PLAN | HILLIARD OH | 124 | $11.9M | $445K |
| 5 | SILHOUETTE OPTICAL LTD. SILHOUETTE OPTICAL LTD SAVINGS AND INVESTMENT PLAN | GREEN ISLAND NY | 124 | $20.0M | $248K |
| 6 | WINERY EXCHANGE, INC. WINERY EXCHANGE INC., 401(K) PLAN | NOVATO CA | 138 | $15.2M | $101K |
| 7 | ANALYTICS8, LLC ANALYTICS8, LLC 401(K) PLAN | CHICAGO IL | 96 | $11.5M | $52K |
| 8 | FENWAL INTERNATIONAL, INC. FENWAL INTERNATIONAL, INC. SAVINGS AND RETIREMENT PLAN | SAN GERMAN PR | 938 | $29.3M | $22K |
