Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Invesco Gold & Special Minerals - in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AJS SHARED SERVICES, LLC AJS SHARED SERVICES, LLC 401(K) PLAN | WARREN NJ | 304 | $44.1M | $507K |
| 2 | HERREGAN DISTRIBUTORS, INC. HERREGAN DISTRIBUTORS, INC. EMPLOYEE PROFIT SHARING - 401(K) PLAN | EAGAN MN | 137 | $23.4M | $419K |
| 3 | PENTEGRA SERVICES, INC THE GRATITUDE PEP |
WHITE PLAINS NY |
| 525 |
| $35.6M |
| $330K |
| 4 | SPARTAN ELECTRIC CO., INC. SPARTAN ELECTRIC PROFIT SHARING PLAN & TRUST | IJAMSVILLE MD | 113 | $8.5M | $306K |
| 5 | CHARTWELL MIDWEST WISCONSIN LLC, DBA UW HEALTH CARE DIRECT CHARTWELL MIDWEST WISCONSIN RETIREMENT PLAN | MIDDLETON WI | 265 | $26.8M | $229K |
| 6 | PRAGER METIS CPAS, LLC PRAGER METIS CPAS, LLC 401(K) SAVINGS PLAN I | NEW YORK NY | 296 | $40.1M | $100K |
| 7 | FLEXTRADE SYSTEMS, INC. FLEXTRADE SYSTEMS 401(K) AND PROFIT SHARING PLAN | GREAT NECK NY | 286 | $57.7M | $84K |
| 8 | SIFT SCIENCE, INC. SIFT SCIENCE 401(K) PLAN | SAN FRANCISCO CA | 194 | $20.9M | $58K |
| 9 | TOMZ CORPORATION TOMZ CORPORATION 401K PROFIT SHARING PLAN | BERLIN CT | 218 | $9.6M | $50K |
| 10 | KLARNA, INC. KLARNA 401(K) PLAN | COLUMBUS OH | 261 | $32.1M | $49K |
