Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding INVESCO GLBL STRAT INC Y in their Schedule of Assets, totaling $220K 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 | JENSEN U.S.A. JENSEN USA, INC. 401(K) PLAN | PANAMA CITY FL | 142 | $14.4M | $174K |
| 2 | THE TICO GROUP, LLC THE TICO GROUP, LLC 401(K) PLAN | BROOKLYN NY | 242 | $9.8M | $46K |
