Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Growth and Income Y in their Schedule of Assets, totaling $699K 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 | FRANKLIN COUNTY HISTORICAL SOCIETY DBA COSI THE RETIREMENT PLAN FOR THE TEAM MEMBERS OF COSI | COLUMBUS OH | 172 | $11.8M | $396K |
| 2 | ENDEAVOR MANAGED SERVICES ENDEAVOR MANAGED SERVICES 401(K) PLAN | SAN ANTONIO TX | 69 | $8.2M | $135K |
| 3 | GENESIS NETWORKS ENTERPRISES, LL |
SAN ANTONIO TX |
| 97 |
| $8.4M |
| $113K |
| 4 | HOUR MEDIA, LLC HOUR MEDIA, LLC 401(K) RETIREMENT PLAN | TROY MI | 201 | $7.3M | $55K |
