Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Global Fund Class Y " in their Schedule of Assets, totaling $6.3M 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 | UTICA ENTERPRISES, INC. UTICA ENTERPRISES, INC. 401(K) PLAN | TROY MI | 178 | $30.0M | $3.1M |
| 2 | CAMERON MITCHELL RESTAURANTS, LLC CAMERON MITCHELL RESTAURANTS, LLC 401(K) PLAN | COLUMBUS OH | 3,902 | $27.4M | $2.3M |
| 3 | SMARTSTREAM TECHNOLOGIES, INC. SMARTSTREAM TECHNOLOGIES 401(K) PLAN |
STATEN ISLAND NY |
| 61 |
| $15.7M |
| $464K |
| 4 | WINSTON BROTHERS, INC. WINSTON BROTHERS, INC. 401(K) PLAN | BOSTON MA | 174 | $22.1M | $460K |
