Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Equity And Income R6 Registered Investment Company 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 | OLD DOMINION MECHANICAL LLC OLD DOMINION MECHANICAL LLC 401(K) PROFIT SHARING PLAN | RICHMOND VA | 123 | $1.6M | $1.2M |
| 2 | ELIAS LAW GROUP LLP ELIAS LAW GROUP LLP 401(K) PLAN | WASHINGTON DC | 123 | $11.2M | $54K |
| 3 | TWIN OAKS JUVENILE DEVELOPMENT, INC. TWIN OAKS JUVENILE DEVELOPMENT, INC. 401(K) PLAN |
TALLAHASSEE FL |
| 516 |
| $5.3M |
| $6K |
