Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Equity & Income in their Schedule of Assets, totaling $5.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLAN | NEW YORK NY | 884 | $309.6M | $3.8M |
| 2 | HILLDRUP COMPANIES, INC HILLDRUP MOVING & STORAGE 401(K) PLAN & TRUST | STAFFORD VA | 496 | $34.4M | $1.4M |
| 3 | SOFTWARE SOLUTIONS INTEGRATED, LLC |
SHELBYVILLE IL |
| 178 |
| $22.2M |
| $21K |
