Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Invesco Capital Appreciation Fund Class A in their Schedule of Assets, totaling $248K 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 | PENN HIGHLANDS HEALTHCARE, INC. PENN HIGHLANDS HEALTHCARE 403(B) PLAN | DUBOIS PA | 4,815 | $330.6M | $228K |
| 2 | JAWONIO, INC. JAWONIO, INC. 403(B)THRIFT PLAN | NEW CITY NY | 600 | $15.4M | $20K |
