Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Equity & Income Fund in their Schedule of Assets, totaling $666K 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 | SUHM SPRING WORKS, INC. SUHM SPRING WORKS, INC. 401(K) PLAN | HOUSTON TX | 200 | $17.7M | $319K |
| 2 | MATHEWS MANAGEMENT INC. MATHEWS MANAGEMENT 401(K) RETIREMENT PLAN | SPRINGDALE AR | 685 | $3.5M | $262K |
| 3 | UTICA ENTERPRISES, INC. UTICA ENTERPRISES, INC. 401(K) PLAN |
TROY MI |
| 178 |
| $30.0M |
| $56K |
| 4 | UTICA ENTERPRISES, INC. UTICA ENTERPRISES, INC. 401(K) PLAN | TROY MI | 177 | $32.4M | $29K |
