Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Invesco Global Allocation in their Schedule of Assets, totaling $338K 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 | HENDERSON & WALTON WOMENS CENTER, P.C. HENDERSON & WALTON WOMENS CENTER, P.C. 401K PROFIT SHARING PLAN | BIRMINGHAM AL | 81 | $27.4M | $317K |
| 2 | P C SERVICES, INC. DBA PARADISE COVE P C SERVICES, INC. DBA PARADISE COVE 401K PROFIT SHARING PLAN | KAPOLEI HI | 108 | $8.1M | $11K |
| 3 | GREAT HEALTHWORKS, INC. |
FORT LAUDERDALE FL |
| 241 |
| $15.6M |
| $10K |