Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Invesco Global 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SILA SOLUTIONS GROUP SILA SOLUTIONS GROUP 401(K) PROFIT SHARING PLAN | GREAT FALLS VA | 48 | $21.8M | $732K |
| 2 | TUFTS MEDICAL CENTER, INC. TUFTS MEDICAL CENTER, INC. RETIREMENT SAVINGS PLAN - 403(B) | BOSTON MA | 1,702 | $372.5M | $255K |
| 3 | JACKSON HEART CLINIC, P.A. |
JACKSON MS |
| 137 |
| $42.1M |
| $191K |
| 4 | COMPARENETWORKS, INC. COMPARENETWORKS, INC. 401(K) PLAN | SAN FRANCISCO CA | 120 | $17.6M | $83K |
| 5 | JOINN BIOLOGICS US INC JOINN BIOLOGICS US INC 401(K) PROFIT SHARING PLAN AND TRUST | RICHMOND CA | 70 | $4.4M | $22K |
| 6 | GRANDVILLE CALVIN CHRISTIAN SCHOOLS GRANDVILLE CALVIN CHRISTIAN SCHOOLS 403(B) PLAN | GRANDVILLE MI | 106 | $3.4M | $20K |
| 7 | MR. BULT'S, INC. MR. BULT'S INC. 401(K) PLAN | BURNHAM IL | 1,749 | $23.1M | $14K |