Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Funds Global in their Schedule of Assets, totaling $40.0M 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 | USI INSURANCE SERVICES LLC USI 401(K) PLAN | VALHALLA NY | 10,494 | $1.5B | $39.1M |
| 2 | MID-AMERICA TRUCK CORPORATION DBA US TRUCK BODY/MIDWEST U.S. TRUCK BODY 401(K) RETIREMENT PLAN | STREATOR IL | 162 | $13.8M | $498K |
| 3 | STREATOR INDUSTRIAL HANDLING, INC. PMW HOLDINGS, INC. 401(K) RETIREMENT PLAN |
STREATOR IL |
| 133 |
| $12.5M |
| $397K |
