Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Invesco Invesco Global Y in their Schedule of Assets, totaling $11.4M 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 | THE DOCTORS MANAGEMENT COMPANY THE DOCTORS MANAGEMENT COMPANY 401(K) SAVINGS PLAN | NAPA CA | 839 | $313.3M | $9.5M |
| 2 | FOWLER WHITE BURNETT, P.A. FOWLER WHITE BURNETT P.A. PROFIT SHARING 401(K) PLAN | MIAMI FL | 106 | $43.8M | $576K |
| 3 | PRECISION HELIPARTS, INC. |
ATLANTA GA |
| 223 |
| $17.9M |
| $550K |
| 4 | CRANEWARE INC THE CRANEWARE GROUP 401(K) PROFIT SHARING PLAN | DEERFIELD BEACH FL | 543 | $57.6M | $351K |
| 5 | AOA MANAGEMENT COMPANY LIMITED PARTNERSHIP AOA MANAGEMENT CO. 401(K) PLAN | ROSWELL GA | 313 | $34.1M | $342K |
| 6 | SPECTRUM LABORATORY PRODUCTS, INC. SPECTRUM LABORATORY PRODUCTS, INC. 401(K) PLAN | NEW BRUNSWICK NJ | 207 | $21.7M | $68K |
| 7 | SOURCE MANAGEMENT, INC. SOURCE MANAGEMENT, INC. 401(K) PLAN | GOLDEN CO | 62 | $6.3M | $18K |
