Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding Invesco Equity and Income R6 in their Schedule of Assets, totaling $60.3M 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 | GENUINE PARTS COMPANY GENUINE PARTS COMPANY 401(K) SAVINGS PLAN | ATLANTA GA | 31,464 | $2.5B | $36.4M |
| 2 | PLASTIC EXPRESS PLASTIC EXPRESS 401(K) PLAN | CITY OF INDUSTRY CA | 624 | $13.6M | $5.5M |
| 3 | AMALIE OIL COMPANY AMALIE OIL COMPANY PROFIT SHARING 401(K) PLAN |
TAMPA FL |
| 538 |
| $77.0M |
| $3.1M |
| 4 | FIFTH GENERATION, INC FIFTH GENERATION, INC 401(K) PLAN | AUSTIN TX | 729 | $105.2M | $1.7M |
| 5 | VISIONARY INTEGRATION PROFESSIONALS, LLC VISIONARY INTEGRATION PROFESSIONALS, LLC 401(K) PROFIT SHARING PLAN | RANCHO CORDOVA CA | 126 | $35.4M | $1.7M |
| 6 | SCHULZE AND BURCH BISCUIT COMPAN SCHULZE AND BURCH PRODUCTION EMPLOYEE 401(K) PLAN | CHICAGO IL | 161 | $7.0M | $1.3M |
| 7 | INTERNATIONAL SHOPPES, INC. INTERNATIONAL SHOPPES, INC. 401(K) PROFIT SHARING PLAN | VALLEY STREAM NY | 197 | $13.0M | $1.1M |
| 8 | TOURNEAU LLC TOURNEAU/BUCHERER 401(K) PLAN | NEW YORK NY | 537 | $37.6M | $945K |
| 9 | HANSEN ICC, LLC HANSEN ICC, LLC SAVINGS PLAN | BETHLEHEM PA | 134 | $34.7M | $941K |
| 10 | PETROCHOICE HOLDINGS, INC. PETROCHOICE HOLDINGS, INC. 401(K) PLAN | KING OF PRUSSIA PA | 593 | $44.4M | $815K |
