Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Invesco Eq and Inc R5 in their Schedule of Assets, totaling $4.7M 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 | CURTIS LUMBER COMPANY, INC CURTIS LUMBER COMPANY, INCORPORATED EMPLOYEE SAVINGS & PROFIT SHARING PLAN | BALLSTON SPA NY | 679 | $70.0M | $3.6M |
| 2 | AGREEYA SOLUTIONS, INC. AGREEYA SOLUTIONS 401(K) | FOLSOM CA | 100 | $9.2M | $1.1M |
