Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Invesco Invesco Gold & Special Minerals Fund in their Schedule of Assets, totaling $1.5M 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 | SIEBERT WILLIAMS SHANK & CO., LLC SIEBERT WILLIAMS SHANK & CO., LLC 401K SAVINGS PLAN | NEW YORK CITY NY | 146 | $57.5M | $450K |
| 2 | TLC ENGINEERING SOLUTIONS, INC. TLC ENGINEERING SOLUTIONS, INC., SAVINGS PLAN | ORLANDO FL | 527 | $90.9M | $430K |
| 3 | DADCO, INC. DADCO, INC. 401(K) PLAN |
PLYMOUTH MI |
| 93 |
| $26.3M |
| $276K |
| 4 | CLEVELAND RESEARCH COMPANY, LLC CLEVELAND RESEARCH COMPANY, LLC PROFIT SHARING 401(K) PLAN | CLEVELAND OH | 124 | $28.8M | $260K |
| 5 | THE FINIT GROUP LLC DBA FINIT SOLUTIONS FINIT 401(K) | CINCINNATI OH | 167 | $38.1M | $44K |
| 6 | GARRETT ELECTRONICS, INC. GARRETT ELECTRONICS, INC. RETIREMENT SAVINGS PLAN | GARLAND TX | 196 | $20.1M | $4K |
