Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Invesco Global R6 Mutual fund in their Schedule of Assets, totaling $8.7M 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 | THE YATES COMPANIES, INC. THE YATES COMPANIES, INC. 401(K) PLAN | JACKSON MS | 3,755 | $154.1M | $3.7M |
| 2 | PAVION CORP. PAVION CORP. 401(K) PLAN | CHANTILLY VA | 2,303 | $184.0M | $1.4M |
| 3 | FOOD SAFETY NET SERVICES, LTD CERTIFIED GROUP 401(K) |
| 1,175 |
| $53.9M |
| $727K |
| 4 | TRIPLE HS, INCORPORATED H.T. HARVEY & ASSOCIATES 401(K) PLAN | LOS GATOS CA | 88 | $27.5M | $432K |
| 5 | B & B MANUFACTURING CO., INC. B & B MANUFACTURING CO., INC. 401(K) PLAN | VALENCIA CA | 209 | $16.2M | $426K |
| 6 | UNITED RADIO, INC. UNITED RADIO, INC. 401(K) RETIREMENT PLAN | E. SYRACUSE NY | 577 | $36.8M | $424K |
| 7 | YATES SERVICES, LLC YATES SERVICES RETIREMENT & SAVINGS PLAN | JACKSON MS | 2,035 | $91.6M | $391K |
| 8 | MBS ASSET MANAGEMENT LLC MBS ASSET MANAGEMENT, LLC 401(K) PLAN | MANHATTAN BEACH CA | 658 | $56.7M | $362K |
| 9 | THE KELLEN COMPANY THE KELLEN COMPANY 401(K) PLAN | WASHINGTON DC | 158 | $14.4M | $268K |
| 10 | BLOOMREACH, INC. BLOOMREACH, INC. 401(K) PLAN & TRUST | MOUNTAIN VIEW CA | 243 | $23.8M | $247K |
