Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Gold & Special Minerals Y Mutual Fund in their Schedule of Assets, totaling $891K 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 | COLE SCHOTZ P.C. COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN | HACKENSACK NJ | 361 | $136.5M | $407K |
| 2 | SPECTRUM SOLUTIONS, INC. SPECTRUM SOLUTIONS, INC. 401(K) PLAN | MADISON AL | 131 | $11.1M | $270K |
| 3 | SPECTRUM SOLUTIONS, INC. SPECTRUM SOLUTIONS, INC. 401(K) PLAN |
MADISON AL |
| 167 |
| $12.3M |
| $214K |
