Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Invesco Equity Income Fund in their Schedule of Assets, totaling $1.0M 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 | HEAT TRANSFER SOLUTIONS, INC. HTS ENGINEERING, LTD 401(K) PLAN | HOUSTON TX | 378 | $21.5M | $329K |
| 2 | SUHM SPRING WORKS, INC. SUHM SPRING WORKS, INC. 401(K) PLAN | HOUSTON TX | 200 | $17.7M | $319K |
| 3 | MATHEWS MANAGEMENT INC. MATHEWS MANAGEMENT 401(K) RETIREMENT PLAN |
SPRINGDALE AR |
| 685 |
| $3.5M |
| $262K |
| 4 | UTICA ENTERPRISES, INC. UTICA ENTERPRISES, INC. 401(K) PLAN | TROY MI | 178 | $30.0M | $56K |
| 5 | LEYDEN FAMILY SERVICE & MENTAL HEALTH CENTER LEYDEN FAMILY SERVICE & MENTAL HEALTH CENTER TAX SHELTERED ANNUITY PLAN | FRANKLIN PARK IL | 102 | $3.5M | $33K |
| 6 | UTICA ENTERPRISES, INC. UTICA ENTERPRISES, INC. 401(K) PLAN | TROY MI | 177 | $32.4M | $29K |
