Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Growth & Income Fund Mutual Fund in their Schedule of Assets, totaling $112.2M 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 | DRISCOLL CHILDREN'S HEALTH THE DRISCOLL CHILDREN'S HEALTH 403(B) RETIREMENT PLAN | CORPUS CHRISTI TX | 4,302 | $249.4M | $44.7M |
| 2 | DRISCOLL CHILDREN'S HEALTH THE DRISCOLL CHILDREN'S HEALTH EMPLOYER MATCHING AND RETIREMENT PLAN | CORPUS CHRISTI TX | 3,644 | $266.9M | $35.0M |
| 3 | CENTRAL HUDSON GAS & ELECTRIC CORPORATION |
POUGHKEEPSIE NY |
| — |
| $439.8M |
| $16.3M |
| 4 | CENTRAL HUDSON GAS & ELECTRIC CORPORATION CENTRAL HUDSON GAS & ELECTRIC CORPORATION SAVINGS INCENTIVE PLAN | POUGHKEEPSIE NY | 1,245 | $448.5M | $16.3M |
