Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Invesco Equity and Income A in their Schedule of Assets, totaling $925K 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 | HARBOR LINX, INC. HARBOR LINX, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ALAMEDA CA | 174 | $282.5M | $433K |
| 2 | INTERMOUNTAIN FARMERS ASSOCIATION INTERMOUNTAIN FARMERS ASSOCIATION SALARY INVESTMENT PLAN AND TRUST | SALT LAKE CITY UT | 704 | $39.8M | $235K |
| 3 | CENTRO DE SALUD FAMILIAR LA FE, INC |
EL PASO TX |
| 269 |
| $9.3M |
| $177K |
| 4 | THE DESERT BOTANICAL GARDEN, INC. THE DESERT BOTANICAL GARDEN, INC. 401(K) PLAN | PHOENIX AZ | 146 | $15.5M | $72K |
| 5 | NESNAH MANAGEMENT CORPORATION NESNAH MANAGEMENT CORPORATION EMPLOYEES SAVINGS PLAN | LACROSSE WI | 145 | $9.6M | $8K |
