Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Invesco Global in their Schedule of Assets, totaling $1.6M 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 | HENRY STREET SETTLEMENT HENRY STREET SETTLEMENT 403(B) RETIREMENT SAVINGS PLAN | NEW YORK NY | 582 | $32.0M | $660K |
| 2 | MEDICAL GROUP OF BEVERLY HILLS, INC. MEDICAL GROUP OF BEVERLY HILLS, INC. 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 261 | $146.7M | $329K |
| 3 | LIVING INDEPENDENCE FOR THE ELDERLY PITTSBURGH, INC |
PITTSBURGH PA |
| 330 |
| $14.7M |
| $199K |
| 4 | GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN, INC. GOODWILL INDUSTRIES OF SOUTHWESTERN MICHIGAN, INC. SAVINGS PLAN | KALAMAZOO MI | 250 | $2.1M | $145K |
| 5 | THE WIRELINE GROUP, INC. WIRELINE GROUP 401(K) PLAN | MIDLAND TX | 250 | $10.7M | $81K |
| 6 | AVANTS OPERATIONS, LLC AVANTS OPERATIONS, LLC 401(K) PLAN | ATHENS GA | 268 | $4.0M | $72K |
| 7 | MARYLAND CARE MANAGEMENT, INC. MARYLAND CARE MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | LINTHICUM HEIGHTS MD | 181 | $8.7M | $69K |
| 8 | KOPKA, PINKUS & DOLIN, PC KOPKA, PINKUS & DOLIN EMPLOYEE SAVINGS & RETIREMENT PLAN | BUFFALO GROVE IL | 233 | $23.2M | $13K |
| 9 | RJL INC DOUGHBOY RESTAURANT GROUP RETIREMENT PLAN | OAK BROOK IL | 146 | $456K | $10K |
