Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 48 U.S. retirement plans report holding Invesco Global A " in their Schedule of Assets, totaling $16.8M 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 | UMC PHYSICIANS UMC PHYSICIANS 401(K) PLAN | LUBBOCK TX | 457 | $35.9M | $2.5M |
| 2 | CAMIN CARGO CONTROL, INC. CAMIN CARGO CONTROL, INC. 401K PLAN | PASADENA TX | 881 | $36.7M | $2.2M |
| 3 | FREEMAN INVESTMENT COMPANY, L.P. FREEMAN INVESTMENT COMPANY, L.P. 401(K) PLAN |
GRAPEVINE TX |
| 537 |
| $23.4M |
| $1.4M |
| 4 | R.C. HEDREEN COMPANY R.C. HEDREEN COMPANY RETIREMENT SAVINGS PLAN | SEATTLE WA | 1,015 | $47.4M | $1.4M |
| 5 | TENA COMPANIES TENA COMPANIES 401K PLAN | ST PAUL MN | 137 | $22.5M | $1.4M |
| 6 | THERMOS L.L.C. THERMOS L.L.C. TAX REDUCTION INVESTMENT PLAN | SCHAUMBURG IL | 99 | $24.4M | $804K |
| 7 | CICON ENGINEERING INC CICON ENGINEERING INC 401K PROFIT SHARING PLAN | VAN NUYS CA | 259 | $15.7M | $733K |
| 8 | FRANKLIN SAVINGS BANK FRANKLIN SAVINGS BANK 401K PLAN | FARMINGTON ME | 130 | $11.6M | $726K |
| 9 | UTAH FIRST FEDERAL CREDIT UNION UTAH FIRST FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 87 | $16.7M | $510K |
| 10 | DAEDONG-USA, INC. DAEDONG-USA, INC. 401(K) PLAN | WENDELL NC | 156 | $7.1M | $495K |
