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 r6 Mutual funds in their Schedule of Assets, totaling $643K 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 | APELLIS PHARMACEUTICALS, INC. APELLIS PHARMACEUTICALS, INC. 401(K) PLAN | WALTHAM MA | 615 | $88.0M | $621K |
| 2 | OGLETHORPE, INC. OGLETHORPE, INC. 401(K) PLAN | BROOKSVILLE FL | 433 | $5.6M | $8K |
| 3 | SUNRISE DETOXIFICATION CENTER, LLC SUNRISE DETOXIFICATION CENTER, LLC 401(K) PLAN |
LAKE WORTH FL |
| 331 |
| $8.1M |
| $8K |
| 4 | GOLDEN STATE HEALTH CENTERS, INC. GOLDEN STATE HEALTH CENTERS, INC. 401(K) PLAN | SHERMAN OAKS CA | 795 | $8.8M | $6K |
