Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding INVESCO GLOBAL OPPS R in their Schedule of Assets, totaling $295K 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 | CA CAPITAL OPERATIONS LLC CA CAPITAL OPERATIONS LLC 401K PLAN | IRVINE CA | 110 | $9.2M | $161K |
| 2 | RAVEN ANTENNA SYSTEMS, INC. RAVEN ANTENNA SYSTEMS, INC. 401(K) PLAN | SMITHFIELD NC | 101 | $1.5M | $93K |
| 3 | JERRYS CHEVROLET, INC. JERRY'S AUTOGROUP 401(K) PLAN |
BALTIMORE MD |
| 174 |
| $7.1M |
| $28K |
| 4 | AMERICAS FLOOR SOURCE AMERICA'S FLOOR SOURCE PROFIT SHARING PLAN | COLUMBUS OH | 466 | $15.6M | $13K |
