Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding INVESCO INVESCO GLOBAL Y MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $508K 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 | NAILOR INDUSTRIES OF TEXAS INC. NAILOR INDUSTRIES OF TEXAS INC. 401K PROFIT SHARING PLAN | HOUSTON TX | 725 | $27.5M | $403K |
| 2 | JOHN HENRYS PLUMBING & HEATING JOHN HENRYS PLUMBING & HEATING 401K PLAN | LINCOLN NE | 142 | $4.5M | $73K |
| 3 | SAN DIEGO HEBREW HOMES |
ENCINITAS CA |
| 276 |
| $8.8M |
| $17K |
| 4 | NUESTRA CLINICA DEL VALLE INC. NUESTRA CLINICA DEL VALLE EMPLOYEES RETIREMENT PLAN | PHARR TX | 321 | $3.8M | $8K |
| 5 | NUESTRA CLINICA DEL VALLE INC. NUESTRA CLINICA DEL VALLE INC. EMPLOYEES RETIREMENT PLAN | PHARR TX | 246 | $10.8M | $6K |
