Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Invesco American Franchise Fund in their Schedule of Assets, totaling $395K 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 | MEDCENTRAL HEALTH SYSTEM MEDCENTRAL HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN | MANSFIELD OH | 1,146 | $100.3M | $393K |
| 2 | CORA SERVICES, INC. CORA SERVICES 403(B) RETIREMENT PLAN | PHILADELPHIA PA | 780 | $27.1M | $3K |
