Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Invesco Growth and Income Fund Y Mutual fund in their Schedule of Assets, totaling $942K 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 | STEWARD MACHINE CO., INC. STEWARD MACHINE CO., INC. PROFIT SHARING PLAN | BIRMINGHAM AL | 134 | $11.6M | $942K |
