Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Global R6 Registered Investment Company in their Schedule of Assets, totaling $27.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH BASE RETIREMENT PLAN | PASADENA CA | 10,047 | $5.2B | $14.9M |
| 2 | CALIFORNIA INSTITUTE OF TECHNOLOGY CALTECH VOLUNTARY RETIREMENT PLAN | PASADENA CA | 7,880 | $2.3B | $11.9M |
| 3 | CLEVELAND STEEL CONTAINER CORPORATION CLEVELAND STEEL CONTAINER CORP. 401(K) PROFIT SHARING PLAN |
HUDSON OH |
| 410 |
| $63.7M |
| $569K |
| 4 | NATION'S FOODSERVICE, INC. NATION'S FOODSERVICE, INC. EMPLOYEES' 401(K) PLAN | EL CERRITO CA | 314 | $12.3M | $324K |
