Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Invesco Gold & Special Minerals Fund; Class R6 Mutual Fund in their Schedule of Assets, totaling $2.1M 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 | DROPBOX, INC. DROPBOX 401(K) PLAN | SAN FRANCISCO CA | 1,740 | $541.6M | $993K |
| 2 | WENTE VINEYARDS WENTE FAMILY ESTATES 401(K) PROFIT SHARING PLAN & TRUST | LIVERMORE CA | 178 | $33.9M | $434K |
| 3 | DATASTAX, INC. DATASTAX, INC. 401(K) PLAN |
| 354 |
| $49.1M |
| $304K |
| 4 | SEQUOIA BENEFITS & INSURANCE SERVICES, LLC DBA SEQUOIA CONSULTING GROU SEQUOIA CONSULTING GROUP 401(K) PLAN | SAN MATEO CA | 821 | $115.5M | $242K |
| 5 | BOYD WATTERSON ASSET MANAGEMENT, LLC BOYD WATTERSON RETIREMENT PLAN | CLEVELAND OH | 127 | $31.1M | $103K |
| 6 | INCORTA, INC. INCORTA, INC. 401(K) PLAN | SAN MATEO CA | 63 | $6.6M | $48K |
| 7 | BHW MANAGEMENT, INC. BHW MANAGEMENT, INC. 401(K) RETIREMENT PLAN | ANAHEIM CA | 334 | $2.3M | $22K |
