Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Invesco Equity and Income R in their Schedule of Assets, totaling $1.8M 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 | WILEY METAL FABRICATING, INC. WILEY METAL FABRICATING, INC. 401(K) PLAN | MARION IN | 150 | $3.8M | $472K |
| 2 | CHANCELLOR HEALTH CARE, INC. CHANCELLOR HEALTH CARE, 401(K) RETIREMENT PLAN | WINDSOR CA | 270 | $2.3M | $306K |
| 3 | HANNA INSTRUMENTS, INC. HANNA INSTRUMENTS, INC. 401K PROFIT SHARING PLAN AND TRUST |
WOONSOCKET RI |
| 119 |
| $7.8M |
| $264K |
| 4 | CAROUSEL DEVELOPMENT & RESTORA CAROUSEL DEVELOPMENT & RESTORATION, INC. 401(K) PROFIT | DELRAY BEACH FL | 55 | $4.1M | $261K |
| 5 | BINAH MANAGEMENT SERVICES PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN | SCHAUMBERG IL | 115 | $13.5M | $104K |
| 6 | PURSHE KAPLAN STERLING INVESTMENTS, INC. PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN | ALBANY NY | 114 | $12.0M | $88K |
| 7 | HOUSE WORKS LLC HOUSE WORKS LLC 401(K) PLAN | WOBURN MA | 11,844 | $7.2M | $52K |
| 8 | CA CAPITAL OPERATIONS LLC CA CAPITAL OPERATIONS LLC 401K PLAN | IRVINE CA | 110 | $9.2M | $49K |
| 9 | GULFSTREAM SERVICES INC. GULFSTREAM SERVICES 401K & PSP | HOUMA LA | 127 | $10.4M | $47K |
| 10 | THE NASSAL COMPANY THE NASSAL COMPANY 401(K) SAVINGS PLAN | ORLANDO FL | 195 | $3.4M | $46K |
