Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Invesco EQV Emerging Markets All Cap R5 in their Schedule of Assets, totaling $2.2M 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 | HMMG, LLC HUGHSTON HEALTHCARE 401(K) PLAN | COLUMBUS GA | 998 | $60.8M | $790K |
| 2 | HYBRID PROMOTIONS, LLC HYBRID PROMOTIONS, LLC INCENTIVE SAVINGS PLAN | CYPRESS CA | 436 | $35.9M | $593K |
| 3 | SERVPRO INDUSTRIES, LLC SERVPRO INDUSTRIES, LLC 401K PLAN |
GALLATIN TN |
| 494 |
| $56.2M |
| $582K |
| 4 | ENPHASE ENERGY, INC. ENPHASE ENERGY, INC. 401K PLAN | FREMONT CA | 804 | $76.6M | $139K |
| 5 | JAGEMANN STAMPING CO. JAGEMANN STAMPING CO. 401(K) RETIREMENT SAVINGS PLAN AND TRUST | MANITOWOC WI | 143 | $24.4M | $101K |
