Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Invesco Funds Group, Inc. Invesco Core Plus Bond Y Fund in their Schedule of Assets, totaling $7.7M 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 | TRAM, INC. TRAM, INC. 401(K) RETIREMENT PLAN | PLYMOUTH MI | 1,403 | $148.7M | $7.7M |
