Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Invesco Invesco Equity and Income Fund - in their Schedule of Assets, totaling $4.2M 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 | MEDCENTRAL HEALTH SYSTEM MEDCENTRAL HEALTH SYSTEM EMPLOYEES' RETIREMENT PLAN | MANSFIELD OH | 1,146 | $100.3M | $2.5M |
| 2 | FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. FAIRFIELD COUNTY HEALTHCARE ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN | SHELTON CT | 107 | $30.9M | $881K |
| 3 | KANSAS SURGERY & RECOVERY CENTER |
WICHITA KS |
| 207 |
| $19.2M |
| $403K |
| 4 | SATILLA EMC THE SATILLA RURAL ELECTRIC MEMBERSHIP CORPORATION 401(K) SAVINGS PLAN | ALMA GA | 152 | $30.7M | $255K |
| 5 | TODAY'S BANK MATHIAS SAVINGS INCENTIVE PLAN | FAYETTEVILLE AR | 97 | $4.7M | $107K |
| 6 | THE JOY COMPANIES, INC. THE JOY COMPANIES, INC. RETIREMENT PLAN | HYATTSVILLE MD | 235 | $10.5M | $22K |
| 7 | GOODWILL OF WESTERN & NORTHERN CONNECTICUT, INC. GOODWILL OF WESTERN & NORTHERN CONNECTICUT, INC. 403(B) PLAN | BRIDGEPORT CT | 949 | $2.8M | $4K |
