Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Invesco Equity and Income Y in their Schedule of Assets, totaling $150K 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 | COVE BEHAVIORAL HEALTH, INC. THE COVE BEHAVIORAL HEALTH, INC. RETIREMENT PLAN | TAMPA FL | 208 | $4.6M | $107K |
| 2 | WETHERILL ASSOCIATES, INC. WETHERILL ASSOCIATES, INC. RETIREMENT AND 401(K) SAVINGS PLAN | MIRAMAR FL | 368 | $27.3M | $43K |
