Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Invesco Global A Mutual fund in their Schedule of Assets, totaling $2.2M 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 | ARTECH, LLC ARTECH, LLC 401K SAVINGS PLAN | MORRISTOWN NJ | 3,164 | $71.2M | $558K |
| 2 | HILL & SMITH GROUP HOLDINGS, INC. HILL & SMITH GROUP HOLDINGS, INC. 401(K) PLAN | COLUMBUS OH | 1,633 | $72.3M | $536K |
| 3 | VAA, LLC VAA, LLC PROFIT SHARING PLAN |
PLYMOUTH MN |
| 249 |
| $62.2M |
| $372K |
| 4 | THE MARY WADE HOME, INC. THE MARY WADE HOME, INC. 403(B) SAVINGS PLAN | NEW HAVEN CT | 293 | $4.8M | $302K |
| 5 | EARLY LEARNING COALITION OF PINELLAS COUNTY THE EARLY LEARNING COALITION 401(K) PSP | CLEARWATER FL | 96 | $4.5M | $138K |
| 6 | BOSAK MOTOR SALES INC BOSAK MOTOR SALES, INC. 401(K) PROFIT SHARING PLAN | MERRILLVILLE IN | 351 | $16.5M | $124K |
| 7 | FAMILY & CHILDREN'S AGENCY, INC. FAMILY & CHILDREN'S AGENCY, INC. 401(K) PLAN | NORWALK CT | 171 | $9.2M | $99K |
| 8 | AMERICAN BOA, INC. AMERICAN BOA 401(K) PLAN | CUMMING GA | 170 | $14.7M | $44K |
| 9 | PACIFIC BELLS, INC. PACIFIC BELLS, INC. EMPLOYEE BENEFIT PLAN | VANCOUVER WA | 8,318 | $19.6M | $32K |
| 10 | EDMUND BURKE SCHOOL EDMUND BURKE SCHOOL OPTIONAL RETIREMENT PLAN | WASHINGTON DC | 77 | $18.4M | $20K |
