Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Invesco Invesco Core Bond R6 - in their Schedule of Assets, totaling $3.7M 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 | GLENWOOD MANAGEMENT CORPORATION GLENWOOD MANAGEMENT CORPORATION 401(K) SAVINGS PLAN | NEW HYDE PARK NY | 332 | $71.4M | $2.5M |
| 2 | UNITED UTILITY SERVICES, LLC UNITED UTILITY SERVICES 401(K) PLAN | CHARLOTTE NC | 1,410 | $31.5M | $533K |
| 3 | STORAGE SOLUTIONS, INC. STORAGE SOLUTIONS, INC. 401(K) PLAN |
WESTFIELD IN |
| 179 |
| $15.9M |
| $254K |
| 4 | ZRG PARTNERS LLC ZRG PARTNERS 401(K) RETIREMENT PLAN | ROCHELLE PARK NJ | 434 | $39.7M | $115K |
| 5 | PERCONTEE, INC. PERCONTEE, INC./CHANTILLY CRUSHED STONE, INC. PROFIT SHARING PLAN | SILVER SPRING MD | 179 | $24.4M | $89K |
| 6 | GHIRARDELLI ASSOCIATES, INC. GHIRARDELLI ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | SAN JOSE CA | 207 | $17.5M | $48K |
| 7 | PATHS MANAGEMENT SERVICES LLC PATHS MANAGEMENT SERVICES LLC 401(K) PLAN | NEW YORK NY | 525 | $5.5M | $40K |
| 8 | CENTRAL ASSOCIATION FOR THE BLIND, INC. 403(B) THRIFT PLAN OF CENTRAL ASSOCIATION FOR THE BLIND,INC. | UTICA NY | 282 | $9.2M | $28K |
| 9 | ALLIED CRAWFORD STEEL, INC. ALLIED CRAWFORD STEEL, INC. 401(K) RETIREMENT PLAN | NORTH CHARLESTON SC | 437 | $1.9M | $7K |
