Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding INVESCO EQV INTL EQUITY R in their Schedule of Assets, totaling $774K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERCHSOURCE MERCHSOURCE 401(K) PLAN | IRVINE CA | 169 | $19.5M | $467K |
| 2 | HCP FINANCIAL AND MANAGEMENT SER HCP FINANCIAL AND MANAGEMENT SERVICES 401(K) PLAN | ROLLING MEADOWS IL | 1,630 | $10.1M | $176K |
| 3 | COASTAL WASTE & RECYCLING, INC. COASTAL WASTE & RECYCLING INC. 401(K) PROFIT SHARING PLAN AND T |
BOCA RATON FL |
| 1,459 |
| $11.6M |
| $67K |
| 4 | CHANCELLOR HEALTH CARE, INC. CHANCELLOR HEALTH CARE, 401(K) RETIREMENT PLAN | WINDSOR CA | 270 | $2.3M | $24K |
| 5 | METRO FORD, INC. METRO FORD LINCOLN MERCURY 401(K) PLAN | MIAMI FL | 140 | $4.6M | $21K |
| 6 | PCC MEDICAL HOLDINGS LLC PCC MEDICAL HOLDINGS LLC 401K PLAN | PALM SPRINGS FL | 410 | $5.5M | $13K |
| 7 | COASTAL MANAGEMENT SOLUTIONS INC COASTAL MANAGEMENT SOLUTIONS 401(K) PROFIT SHARING PLAN & TRU | VIRGINIA BEACH VA | 234 | $2.3M | $3K |
| 8 | MI FAMILIA VOTA MI FAMILIA VOTA 401(K) PLAN | PHOENIX AZ | 35 | $851K | $3K |
| 9 | CENTER FOR APPLIED BEHAVIORAL IN CENTER FOR APPLIED BEHAVIORAL INSTRUCTION 401(K) PLAN | WORCESTER MA | 158 | $2.8M | $1K |
