Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Invesco Comstock R in their Schedule of Assets, totaling $1.3M 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 | SWEETWATER HOSPITAL ASSOCIATION SWEETWATER HOSPITAL ASSOCIATION RETIREMENT PLAN | SWEETWATER TN | 0 | $30.3M | $644K |
| 2 | PRECISION HELIPARTS, INC. PAG HOLDING CORP 401(K) PROFIT SHARING PLAN | ATLANTA GA | 223 | $17.9M | $553K |
| 3 | LEE JENNINGS TARGET EXPRESS, INC. |
POMONA CA |
| 100 |
| $17.0M |
| $59K |
| 4 | UNITED SECURITY, INC. UNITED SECURITY, INC. RETIREMENT PLAN | RED BANK NJ | 443 | $6.7M | $20K |
| 5 | WHOLESALE SUPPLY GROUP, INC. WHOLESALE SUPPLY GROUP, INC. 401(K) PLAN | CLEVELAND TN | 180 | $7.3M | $18K |