Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Gold & Special Minerals Fund Mutual Fund NR in their Schedule of Assets, totaling $1.4M 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 | SEACORP, LLC SEACORP, LLC 401(K) PROFIT SHARING PLAN | MIDDLETOWN RI | 643 | $147.5M | $776K |
| 2 | ACTIONET, INC. ACTIONET, INC. 401(K) PROFIT SHARING PLAN & TRUST | VIENNA VA | 213 | $96.7M | $376K |
| 3 | UNITED BUSINESS BANK UNITED BUSINESS BANK 401(K) PLAN |
WALNUT CREEK CA |
| 302 |
| $30.5M |
| $194K |
| 4 | DISTINCTIVE SCHOOLS DISTINCTIVE SCHOOLS 403(B) PLAN | CHICAGO IL | 668 | $7.7M | $7K |
