Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Invesco Global Fund R6 Mutual fund in their Schedule of Assets, totaling $5.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RB GLOBAL HOLDINGS, INC. RB GLOBAL RETIREMENT PLAN | WESTCHESTER IL | 5,465 | $324.5M | $3.6M |
| 2 | THE BANK OF GREENE COUNTY THE BANK OF GREENE COUNTY EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | CATSKILL NY | 198 | $25.3M | $715K |
| 3 | AVANIA, LLC AVANIA 401(K) RETIREMENT PLAN |
MARLBOROUGH MA |
| 138 |
| $19.5M |
| $216K |
| 4 | DGPERRY, PLLC DGPERRY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST | CANFIELD IN | 129 | $13.1M | $170K |
| 5 | BODINE PERRY, LLC BODINE PERRY, LLC 401(K) PROFIT SHARING PLAN AND TRUST | CANFIELD OH | 195 | $11.5M | $143K |
| 6 | MISSISSIPPI ORGAN RECOVERY AGENCY INC. MORA RETIREMENT PLAN | FLOWOOD MS | 123 | $11.5M | $131K |
| 7 | FIRST QUALITY MAINTENANCE II, LLC FIRST QUALITY MAINTENANCE II, LLC 401(K) | NEW YORK NY | 293 | $12.7M | $85K |
