Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding INVESCO GOLD & SP MIN Y in their Schedule of Assets, totaling $3.1M 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 | RIDGEWOOD ENERGY CORP RIDGEWOOD ENERGY CORP 401(K) PROFIT SHARING PLAN AND TRUST | MONTVALE NJ | 86 | $47.5M | $885K |
| 2 | BRITISH SCHOOL OF AMERICA BRITISH SCHOOL OF WASHINGTON 401(K) PROFIT SHARING PLAN & TRU | MIAMI FL | 925 | $31.1M | $598K |
| 3 | MORROW RENEWABLES, LLC |
MCKINNEY TX |
| 58 |
| $8.8M |
| $368K |
| 4 | WINCHESTER INTERCONNECT WINCHESTER INTERCONNECT 401K PLAN | MILFORD CT | 759 | $68.2M | $360K |
| 5 | MYGRANT GLASS COMPANY, INC. MYGRANT GLASS COMPANY 401K PLAN | HAYWARD CA | 1,482 | $43.0M | $274K |
| 6 | PLEXUS SCIENTIFIC CORPORATION PLEXUS SCIENTIFIC CORPORATION RETIREMENT SAVINGS PLAN | ALEXANDRIA VA | 76 | $10.3M | $257K |
| 7 | VIKING HOLDING COMPANY, LLC VIKING HOLDING COMPANY, LLC 401(K) PLAN | MIAMI FL | 956 | $47.8M | $133K |
| 8 | IVISION SCALE, LLC IVISION SCALE, LLC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA GA | 261 | $30.8M | $118K |
| 9 | ASPEN LODGING GROUP LLC PROVENANCE HOTELS EMPLOYEE 401(K) PLAN AND TRUST | KETCHUM ID | 9 | $3.6M | $52K |
| 10 | AVENUES NEW YORK, LLC AVENUES SCHOOLS 401(K) PLAN | MIAMI FL | 445 | $34.3M | $49K |
