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 Y - in their Schedule of Assets, totaling $1.1M 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 | MORROW ENERGY, LLC MORROW ENERGY 401(K) PLAN | MIDLAND TX | 175 | $7.5M | $342K |
| 2 | METROPOLITAN CARDIOLOGY CONSULTANTS P.A. METROPOLITAN CARDIOLOGY CONSULTANTS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST | COON RAPIDS MN | 263 | $91.7M | $270K |
| 3 | WAIANAE DISTRICT COMPREHENSIVE HEALTH AND HOSPITAL BOARD INC. |
WAIANAE HI |
| 519 |
| $31.7M |
| $192K |
| 4 | EAST CAROLINA ANESTHESIA ASSOCIATES, PLLC CERTIFIED REGISTERED NURSE ANESTHETISTS 401(K) PLAN | GREENVILLE NC | 193 | $62.7M | $164K |
| 5 | CATHEXIS INVESTMENT MANAGEMENT, LP CATHEXIS INVESTMENT MANAGEMENT, LP 401(K) PLAN | HOUSTON TX | 124 | $9.3M | $50K |
| 6 | BUXTON COMPANY BUXTON COMPANY 401(K) SAVINGS PLAN | FORT WORTH TX | 130 | $13.1M | $30K |
| 7 | OCEAN REEF COMMUNITY ASSOCIATION, INC. OCEAN REEF COMMUNITY ASSOCIATION, INC. 401(K) PLAN | KEY LARGO FL | 113 | $14.8M | $23K |
| 8 | WINCORE WINDOW CO., LLC WINCORE WINDOW CO., LLC 401K PLAN | PARKERSBURG WV | 520 | $5.4M | $21K |
| 9 | TAN HOLDINGS CORPORATION TAN HOLDINGS CORPORATION 401(K) PROFIT SHARING PLAN | SAIPAN MP | 474 | $17.3M | $3K |
