Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Global Opportunities in their Schedule of Assets, totaling $502K 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 | BLOWER-DEMPSAY CORPORATION BLOWER-DEMPSAY CORPORATION RETIREMENT SAVINGS PLAN | SANTA ANA CA | 270 | $23.9M | $219K |
| 2 | MWW GROUP LLC MWW GROUP 401(K) PLAN | HASBROUCK HEIGHTS NJ | 175 | $23.1M | $191K |
| 3 | ALVARADO CONSTRUCTION, INC. CAMPOS DE SUENOS (FIELD OF DREAMS) 401(K) PLAN AND TRUST |
GREENWOOD VILLAGE CO |
| 1,060 |
| $8.0M |
| $65K |
| 4 | ERNEST MAIER, INC. ERNEST MAIER, INC. 401(K) PLAN | BLADENSBURG MD | 318 | $8.7M | $27K |