Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Invesco Invesco Gold & Special Minerals - in their Schedule of Assets, totaling $847K 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 | CONCURRENT HRO, LLC CONCURRENT HRO 401(K) PLAN | BROOMFIELD CO | 1,641 | $61.7M | $483K |
| 2 | OLDENBURG GROUP INCORPORATED OLDENBURG GROUP INCORPORATED SAVINGS PLAN | GLENDALE WI | 78 | $19.5M | $216K |
| 3 | WALTER & HAVERFIELD LLP WALTER & HAVERFIELD LLP PROFIT SHARING RETIREMENT PLAN |
CLEVELAND OH |
| 102 |
| $32.1M |
| $112K |
| 4 | KIMRAD TRANSPORT, LP KIMRAD TRANSPORT 401(K) PLAN | AMARILLO TX | 163 | $6.7M | $21K |
| 5 | OUR NEXT ENERGY, INC. ONE 401(K) AND PROFIT SHARING PLAN | NOVI MI | 235 | $8.3M | $12K |
| 6 | EQUIP HEALTH INC. EQUIP HEALTH 401(K) PLAN | CARLSBAD CA | 531 | $9.1M | $1K |
| 7 | JON M. HALL COMPANY, LLC JON M. HALL COMPANY, LLC 401(K) PLAN | SANFORD FL | 360 | $6.8M | $1K |
