Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Invesco Comstock A in their Schedule of Assets, totaling $3.5M 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 | AGILITECH AGILITECH 401K PROFIT SHARING PLAN | BAKERSFIELD CA | 89 | $12.4M | $1.8M |
| 2 | HARBOR LINX, INC. HARBOR LINX, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ALAMEDA CA | 174 | $282.5M | $776K |
| 3 | YARK AUTOMOTIVE GROUP YARK AUTOMOTIVE GROUP 401(K) AND PROFIT SHARING PLAN |
TOLEDO OH |
| 446 |
| $46.7M |
| $483K |
| 4 | PEQUOT TOOL & MFG. PEQUOT TOOL & MFG., INC. EMPLOYEES SAVINGS TRUST | PEQUOT LAKES MN | 238 | $23.6M | $326K |
| 5 | WINDBER MEDICAL CENTER WINDBER MEDICAL CENTER 403(B) PLAN | WINDBER PA | 526 | $17.5M | $137K |
