Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Global A Mutual funds in their Schedule of Assets, totaling $2.7M 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 | SCHENCK USA CORP. SCHENCK USA SAVINGS AND INVESTMENT PLAN | DEER PARK NY | 153 | $39.0M | $2.0M |
| 2 | PEERLESS BEVERAGE CO. PEERLESS BEVERAGE COMPANY 401(K) PROFIT SHARING PLAN | UNION NJ | 125 | $40.9M | $675K |
| 3 | PEERLESS BEVERAGE CO. PEERLESS TRANSPORT 401(K) PLAN |
UNION NJ |
| 137 |
| $15.8M |
| $44K |
