Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Invesco Invesco Equity and Income R6 in their Schedule of Assets, totaling $51.2M 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 | ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. ALLIED WORLD ASSURANCE COMPANY (U.S.) INC. 401(K) PLAN | NEW YORK NY | 884 | $309.6M | $39.4M |
| 2 | MERSEN USA HOLDING CORP. RETIREMENT SAVINGS PLAN FOR THE EMPLOYEES OF MERSEN USA | BOONTON NJ | 1,089 | $159.7M | $5.0M |
| 3 | CHIESA SHAHINIAN & GIANTOMASI PC |
ROSELAND NJ |
| 236 |
| $137.1M |
| $4.5M |
| 4 | KOSITZKA, WICKS AND COMPANY KOSITZKA, WICKS AND COMPANY 401(K) PROFIT SHARING PLAN AND TRUST | ALEXANDRIA VA | 122 | $26.8M | $1.3M |
| 5 | BLACK STONE NATURAL RESOURCES MANAGEMENT COMPANY BLACK STONE NATURAL RESOURCES MANAGEMENT COMPANY 401(K) PLAN | HOUSTON TX | 113 | $22.9M | $629K |
| 6 | BANDINI ENTERPRISES, INC. BEI ENGINEERS 401(K) PLAN | HOUSTON TX | 108 | $16.9M | $413K |
