Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Invesco Global Fund Mutual fund in their Schedule of Assets, totaling $27.6M 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 | PURE STORAGE, INC. PURE STORAGE, INC. 401(K) PLAN | SANTA CLARA CA | 3,557 | $581.3M | $10.6M |
| 2 | MEDISYS HEALTH NETWORK, INC. MEDISYS HEALTH NETWORK, INC. 403(B) PLAN | JAMAICA NY | 6,347 | $386.7M | $7.8M |
| 3 | MUNGER, TOLLES & OLSON LLP MTO 401(K) PROFIT SHARING PLAN |
LOS ANGELES CA |
| 462 |
| $282.2M |
| $2.9M |
| 4 | KONAMI DIGITAL ENTERTAINMENT, INC. KONAMI DIGITAL ENTERTAINMENT, INC. 401(K) SAVINGS PLAN | EL SEGUNDO CA | 143 | $52.4M | $1.7M |
| 5 | MUNGER, TOLLES & OLSON LLP MTO PROFIT SHARING PLAN | LOS ANGELES CA | 323 | $125.7M | $1.2M |
| 6 | THE BAY CLUB COMPANY THE BAY CLUB COMPANY 401(K) PLAN | SAN FRANCISCO CA | 1,549 | $47.7M | $938K |
| 7 | THE NATIONAL AUSTRALIA BANK THE NAB MONEY PURCHASE PENSION PLAN AND TRUST | NEW YORK NY | 90 | $22.5M | $650K |
| 8 | YOUNGER MFG. CO. YOUNGER MFG. CO. 401(K) PLAN | TORRANCE CA | 119 | $41.2M | $586K |
| 9 | HOJ MANAGEMENT CO., INC. HOJ MANAGEMENT CO., INC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 190 | $18.4M | $517K |
| 10 | C&C SALES, INC. C&C SALES, INC. PROFIT SHARING PLAN | LENEXA KS | 158 | $16.6M | $222K |
