Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Global Fund Mutual fund in their Schedule of Assets, totaling $1.3M 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 | THE NATIONAL AUSTRALIA BANK THE NAB MONEY PURCHASE PENSION PLAN AND TRUST | NEW YORK NY | 90 | $22.5M | $650K |
| 2 | VITAC CORPORATION VITAC CORPORATION RETIREMENT SAVINGS PLAN | GREENWOOD VILLAGGE CO | 701 | $20.3M | $478K |
| 3 | PILLEN FAMILY FARMS, INC. PILLEN FAMILY FARMS, INC. 401(K) PLAN |
COLUMBUS NE |
| 822 |
| $23.6M |
| $217K |
