Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Global Y Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | OPERATIONS HOLDINGS, INC. NYH, MC, MCS OP, MM & MCNY 401(K) EMPLOYEE SAVINGS PLAN | NEW YORK NY | 66 | $7.6M | $646K |
| 2 | AGENCE FRANCE-PRESSE AGENCE FRANCE-PRESSE 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 108 | $28.4M | $577K |
| 3 | METROPOLITAN MINISTRIES, INC |
TAMPA FL |
| 302 |
| $8.3M |
| $224K |
| 4 | NORTH SHORE SUPPLY COMPANY INC. NORTH SHORE SUPPLY COMPANY EMPLOYEES 401K PROFIT SHARING PLAN & TRUST | HOUSTON TX | 407 | $17.1M | $73K |