Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 63 U.S. retirement plans report holding Invesco Global R6 in their Schedule of Assets, totaling $36.0M 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 | SHUMAKER, LOOP AND KENDRICK, LLP SHUMAKER, LOOP AND KENDRICK RETIREMENT PLAN | TOLEDO OH | 503 | $287.0M | $6.2M |
| 2 | EMERGENCY PHYSICIANS OF CENTRAL FLORIDA, LLP EPCF 401(K) PROFIT SHARING PLAN | ORLANDO FL | 346 | $213.4M | $4.4M |
| 3 | PIC GROUP, INC. PIC GROUP, INC. 401(K) WEALTH ACCUMULATION PLAN |
ATLANTA GA |
| 326 |
| $38.2M |
| $1.8M |
| 4 | BTG PACTUAL ASSET MANAGEMENTUS BTG PACTUAL 401(K) PLAN | NEW YORK NY | 477 | $59.0M | $1.6M |
| 5 | PETROCHOICE HOLDINGS, INC. PETROCHOICE HOLDINGS, INC. 401(K) PLAN | KING OF PRUSSIA PA | 593 | $44.4M | $1.3M |
| 6 | MA LABORATORIES, INC. MA LABORATORIES, INC. 401K PLAN AND TRUST | SAN JOSE CA | 250 | $31.3M | $1.3M |
| 7 | UNIVERSITY OF INDIANAPOLIS UNIVERSITY OF INDIANAPOLIS DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS IN | 1,564 | $172.5M | $1.2M |
| 8 | AERO OPERATING LLC AERO OPERATING LLC 401(K) PROFIT SHARING PLAN AND TRUST | WESTBURY NY | 526 | $24.4M | $1.0M |
| 9 | VIEWPOINT EDUCATIONAL FOUNDATION VIEWPOINT EDUCATIONAL FOUNDATION 403(B)PLAN | CALABASAS CA | 278 | $75.1M | $1.0M |
| 10 | MOLD-RITE PLASTICS, LLC MOLD-RITE PLASTICS 401(K) PLAN | PLATTSBURGH NY | 696 | $48.1M | $983K |