Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Global Fund Class R6 Mutual fund in their Schedule of Assets, totaling $5.2M 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 | OMNIVISION TECHNOLOGIES, INC. OMNIVISION TECHNOLOGIES 401(K) PLAN | SANTA CLARA CA | 554 | $192.5M | $4.1M |
| 2 | MERSINO DEWATERING, LLC MERSINO DEWATERING, LLC 401(K) PLAN | DAVISON MI | 510 | $16.6M | $438K |
| 3 | WOLVERINE TUBE, INC. WOLVERINE TUBE SAVINGS PLAN |
DECATUR AL |
| 252 |
| $12.6M |
| $412K |
| 4 | MATHESON TRUCKING, INC. MATHESON TRUCKING, INC. 401(K) PLAN | SACRAMENTO CA | 1,035 | $28.2M | $327K |
| 5 | MERRY HEART PERSONNEL CORP MERRY HEART PERSONNEL CORP 401(K) PROFIT SHARING PLAN & TRUST | SUCCASUNNA NJ | 149 | $8.7M | $13K |
