Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Invesco Gold & Special Minerals Mutual fund in their Schedule of Assets, totaling $594K 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 | THE WALTON ELECTRIC MEMBERSHIP CORPORATION THE WALTON ELECTRIC MEMBERSHIP CORPORATION 401 K PLAN | MONROE GA | 270 | $66.5M | $130K |
| 2 | EASTLAND FOOD CORPORATION EASTLAND FOOD CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | JESSUP MD | 208 | $13.7M | $127K |
| 3 | PLAZA HOME MORTGAGE, INC. |
SAN DIEGO CA |
| 436 |
| $44.1M |
| $100K |
| 4 | OPEN SKY COMMUNITY SERVICES, INC. OPEN SKY COMMUNITY SERVICES, INC. TAX-DEFERRED ANNUITY PLAN | WORCESTER MA | 1,379 | $34.4M | $88K |
| 5 | GOLDSTEIN ENTERPRISES, INC. GOLDSTEIN AUTO GROUP 401(K) PLAN | ALBANY NY | 209 | $13.8M | $44K |
| 6 | CALAIS COMMUNITY HOSPITAL CALAIS COMMUNITY HOSPITAL TAX SHELTERED ANNUITY PLAN | CALAIS ME | 205 | $12.6M | $39K |
| 7 | BREWDOG BREWING COMPANY LLC BREWDOG BREWING COMPANY LLC 401(K) PLAN | CANAL WINCHESTER OH | 409 | $1.7M | $25K |
| 8 | ORTHOGONAL NETWORKS, INC. (D/B/A JELLYFISH) JELLYFISH 401(K) PLAN | BOSTON MA | 224 | $11.2M | $21K |
| 9 | HUI HULIAU HUI HULIAU 401(K) PROFIT SHARING PLAN & TRUST | TAMPA FL | 170 | $7.8M | $20K |
