Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Invesco Global Y in their Schedule of Assets, totaling $14.4M 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 | EVERGREEN SHIPPING AGENCY (AMERICA) CORPORATION EGA MONEY PURCHASE PENSION PLAN | JERSEY CITY NJ | 351 | $118.7M | $2.7M |
| 2 | NETCRACKER TECHNOLOGY CORPORATIO NETCRACKER TECHNOLOGY CORPORATION 401K PROFIT SHARING | WALTHAM MA | 330 | $53.2M | $2.4M |
| 3 | COOPER INVESTORS, INC. |
WHITESTONE NY |
| 286 |
| $61.2M |
| $2.3M |
| 4 | DESE RESEARCH, INC. DESE RESEARCH, INC. PROFIT SHARING PLAN | HUNTSVILLE AL | 66 | $70.7M | $1.4M |
| 5 | US MARINE CORPORATION OCEAN PEACE, INC. 401(K) EMPLOYEE SAVINGS PLAN | SEATTLE WA | 325 | $13.7M | $1.2M |
| 6 | MYGRANT GLASS COMPANY, INC. MYGRANT GLASS COMPANY 401K PLAN | HAYWARD CA | 1,482 | $43.0M | $1.0M |
| 7 | PMA FINANCIAL NETWORK, LLC PMA FINANCIAL NETWORK, LLC 401(K) PLAN | NAPERVILLE IL | 175 | $49.9M | $991K |
| 8 | SAN DIEGO TOURISM AUTHORITY SAN DIEGO TOURISM AUTHORITY 401K PROFIT SHARING PLAN & TRUST | SAN DIEGO CA | 72 | $13.4M | $758K |
| 9 | BOWERS AND KUBOTA CONSULTING BOWERS & KUBOTA CONSULTING 401K PROFIT SHARING & RETIREMENT PLAN | WAIPAHU HI | 284 | $59.5M | $651K |
| 10 | VOSS ELECTRIC COMPANY VOSS ELECTRIC COMPANY 401(K) PLAN | LINCOLN NE | 171 | $14.5M | $488K |
