Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Invesco Comstock Fund in their Schedule of Assets, totaling $9.5M 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 | SPEC SERVICES, INC. SPEC SERVICES, INC. 401(K) PLAN | FOUNTAIN VALLEY CA | 196 | $104.1M | $8.5M |
| 2 | PRINCE INDUSTRIES LLC PRINCE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | CAROL STREAM IL | 350 | $19.8M | $486K |
| 3 | CREDIT UNION ONE CREDIT UNION ONE CAPITAL ACCUMULATION PLAN |
FERNDALE MI |
| 338 |
| $30.6M |
| $258K |
| 4 | DFW PLASTICS, INC. DFW PLASTICS, INC./DFW ROTEC, INC. PROFIT SHARING PLAN | FORT WORTH TX | 182 | $4.1M | $125K |
| 5 | PROFESSIONAL ELECTRICAL CONTRACTORS OF CT, INC. PROFESSIONAL ELECTRICAL CONTRACTORS OF CT, INC. 401(K) PLAN | CANTON MA | 340 | $29.6M | $120K |
