Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding INVESCO GLBL STRAT INC R in their Schedule of Assets, totaling $890K 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 | $683K |
| 2 | JERRYS CHEVROLET, INC. JERRY'S AUTOGROUP 401(K) PLAN | BALTIMORE MD | 174 | $7.1M | $157K |
| 3 | NORTHERN DUTCHESS PARAMEDICS INC NORTHERN DUTCHESS PARAMEDICS INC 401(K) PLAN |
RHINEBECK NY |
| 117 |
| $2.8M |
| $39K |
| 4 | DEFCON POWERSPORTS LLC DEFCON POWERSPORTS, LLC 401K PLAN | TULSA OK | 299 | $3.3M | $6K |
| 5 | INTEGRA PARTNERS INTEGRA PARTNERS 401K PLAN | ROCHESTER MI | 281 | $7.8M | $6K |
