Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Invesco Global Opportunities R6 in their Schedule of Assets, totaling $525K 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 | CANFIELD SCIENTIFIC, INC. CANFIELD SCIENTIFIC INC. PROFIT SHARING 401(K) PLAN | PARSIPPANY NJ | 272 | $46.2M | $306K |
| 2 | G & W EQUIPMENT, INC. G & W EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN AND TRUST | CHARLOTTE NC | 305 | $25.9M | $181K |
| 3 | CLAIMS RECOVERY FINANCIAL SERVICES LLC |
ALBION NY |
| 70 |
| $4.6M |
| $24K |
| 4 | FETTER HEALTH CARE NETWORK, INC. FETTER HEALTH CARE NETWORK, INC. 403(B) TAX-SHELTERED ANNUITY PLAN | CHARLESTON SC | 160 | $8.9M | $13K |
