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 Registered investment company in their Schedule of Assets, totaling $478K 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 | MARIETTA MEMORIAL HOSPITAL RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS | MARIETTA OH | 3,386 | $111.1M | $248K |
| 2 | HOLLAND PARTNER GROUP OPERATIONS, LLC HOLLAND PARTNER GROUP OPERATIONS, LLC 401(K) PLAN | VANCOUVER WA | 778 | $62.0M | $193K |
| 3 | ENTERTAINMENT EARTH, LLC |
SIMI VALLEY CA |
| 192 |
| $9.6M |
| $31K |
| 4 | AZURA LIVING LLC AZURA LIVING LLC 401(K) PROFIT SHARING PLAN & TRUST | MILWAUKEE WI | 230 | $2.6M | $5K |