Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Invesco Intl Diversified R in their Schedule of Assets, totaling $820K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FMA ALLIANCE, LTD FMA ALLIANCE, LTD 401K & PROFIT SHARING PLAN | HOUSTON TX | 290 | $5.0M | $241K |
| 2 | THE CARLSON LAW FIRM, P.C. THE CARLSON LAW FIRM, P.C. 401(K) PLAN | KILLEEN TX | 140 | $14.8M | $223K |
| 3 | MONCLER USA, INC MONCLER USA 401K PROFIT SHARING SHARING PLAN AND TRUST |
NEW YORK NY |
| 404 |
| $11.6M |
| $126K |
| 4 | JERRYS CHEVROLET, INC. JERRY'S AUTOGROUP 401(K) PLAN | BALTIMORE MD | 174 | $7.1M | $126K |
| 5 | SIOUX FALLS CHRISTIAN SCHOOLS ASSOCIATION SIOUX FALLS CHRISTIAN SCHOOLS ASSOCIATION 401(K) PLAN | SIOUX FALLS SD | 148 | $4.8M | $55K |
| 6 | LOCKWOOD BROADCASTING, INC. LOCKWOOD BROADCASTING, INC. 401(K) PLAN | HAMPTON VA | 284 | $8.2M | $47K |
| 7 | AMERICAS FLOOR SOURCE AMERICA'S FLOOR SOURCE PROFIT SHARING PLAN | COLUMBUS OH | 466 | $15.6M | $3K |
