Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Funds in their Schedule of Assets, totaling $3.9M 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 | DESCARTES SYSTEMS USA LLC DESCARTES SYSTEMS GROUP EMPLOYEE RETIREMENT PLAN | ATLANTA GA | 659 | $83.3M | $2.0M |
| 2 | PENN HIGHLANDS - ELK RETIREMENT PLAN FOR EMPLOYEES OF THE ELK REGIONAL HEALTH CENTER | ST. MARYS PA | 521 | $129.5M | $1.8M |
| 3 | REFAC OPTICAL GROUP |
BLACKWOOD NJ |
| 542 |
| $22.3M |
| $39K |
