Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding Invesco Gold & Special Minerals Fund Mutual fund in their Schedule of Assets, totaling $15.3M 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 | HCL AMERICA INC HCL AMERICA, INC. 401(K) PLAN | SANTA CLARA CA | 20,206 | $1.5B | $7.8M |
| 2 | SEQUOIA ONE PEO, LLC SEQUOIA ONE 401(K) PLAN | TEMPE AZ | 32,912 | $1.4B | $4.6M |
| 3 | KONAMI DIGITAL ENTERTAINMENT, INC. KONAMI DIGITAL ENTERTAINMENT, INC. 401(K) SAVINGS PLAN |
EL SEGUNDO CA |
| 143 |
| $52.4M |
| $641K |
| 4 | CONCENTRUS, INC. CONCENTRUS, INC. 401(K) PLAN | DIAMOND BAR CA | 77 | $13.5M | $440K |
| 5 | FACEY MEDICAL GROUP, A MEDICAL CORPORATION FACEY MEDICAL GROUP, A MEDICAL CORPORATION RETIREMENT SAVINGS PLAN | MISSION HILLS CA | 239 | $253.8M | $360K |
| 6 | IMMUNITYBIO, INC. IMMUNITYBIO 401(K) PLAN | EL SEGUNDO CA | 678 | $70.7M | $275K |
| 7 | INVISO CORP. INVISO CORP. 401(K) PLAN | BELLEVUE WA | 78 | $12.2M | $271K |
| 8 | HOLDER CONSTRUCTION GROUP, LLC HOLDER CONSTRUCTION GROUP, LLC PROFIT SHARING AND 401(K) PLAN | ATLANTA GA | 1,589 | $229.4M | $170K |
| 9 | ONTARIO REFRIGERATION SERVICE, INC. ONTARIO REFRIGERATION SERVICE, INC. 401(K) PROFIT SHARING PLAN | ONTARIO CA | 285 | $25.7M | $146K |
| 10 | VICARIOUS SURGICAL INC. VICARIOUS SURGICAL INC. 401(K) PLAN | WALTHAM MA | 125 | $11.3M | $90K |
