Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Invesco Invesco Global Fund in their Schedule of Assets, totaling $5.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMERICAN COUNCIL OF LIFE INSURERS ACLI INCOME PLAN | WASHINGTON DC | 108 | $118.0M | $2.6M |
| 2 | WIGHT & COMPANY WIGHT & COMPANY 401(K) PLAN | DARIEN IL | 211 | $38.6M | $783K |
| 3 | CMA/FLODYNE/HYDRADYNE, INC. CMA/FLODYNE/HYDRADYNE, INC. 401(K) PLAN |
BROOKFIELD WI |
| 146 |
| $37.8M |
| $453K |
| 4 | PANCO OPERATIONS LLC PANCO OPERATIONS, LLC 401(K) PLAN | WHITE PLAINS NY | 249 | $13.0M | $385K |
| 5 | THE BOSTWICK-BRAUN COMPANY THE BOSTWICK-BRAUN COMPANY RETIREMENT SAVINGS PLAN | TOLEDO OH | 222 | $14.3M | $377K |
| 6 | FOOD CONCEPTS INTERNATIONAL, LP FOOD CONCEPTS INTERNATIONAL, LP 401(K) PLAN | LUBBOCK TX | 1,368 | $14.5M | $369K |
| 7 | EURO-COMPOSITES CORPORATION EURO-COMPOSITES CORPORATION 401K PROFIT SHARING PLAN | ELKWOOD VA | 132 | $5.1M | $61K |
| 8 | AVON OLD FARMS SCHOOL , INC. AVON OLD FARMS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | AVON CT | 194 | $56.2M | $35K |
| 9 | ALFRED DUNNER, INC. ALFRED DUNNER, INC. 401(K) PLAN | NEW YORK NY | 181 | $38.5M | $3K |
| 10 | CARR AUTO GROUP, INC. CARR AUTO GROUP 401(K) RETIREMENT PLAN | BEAVERTON OR | 259 | $22.7M | $2K |
