Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Invesco Global Equity Portfolio in their Schedule of Assets, totaling $225K 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 | UNIVERSITY OF MARYLAND UPPER CHESAPEAKE HEALTH SYSTEM, INC. UPPER CHESAPEAKE HEALTH 403(B) SAVINGS PLAN | BEL AIR MD | 2,770 | $296.2M | $202K |
| 2 | KENNEDY HEALTH SYSTEM JEFFERSON HEALTH NEW JERSEY 403(B) PLAN | PHILADELPHIA PA | 5,208 | $400.3M | $14K |
| 3 | ST. MARY'S MEDICAL CENTER, INC. |
HUNTINGTON WV |
| 3,704 |
| $159.5M |
| $9K |
