Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Invesco Gold & Special Minerals R in their Schedule of Assets, totaling $319K 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 | TORO ENTERPRISES, INC. TORO ENTERPRISES 401(K) PROFIT SHARING PLAN AND TRUST | OXNARD CA | 331 | $13.5M | $146K |
| 2 | SWEETWATER HOSPITAL ASSOCIATION SWEETWATER HOSPITAL ASSOCIATION RETIREMENT PLAN | SWEETWATER TN | 0 | $30.3M | $74K |
| 3 | PRECISION HELIPARTS, INC. |
ATLANTA GA |
| 223 |
| $17.9M |
| $72K |
| 4 | FLEXASEAL ENGINEERED SEALS AND SYSTEMS, LLC 401(K) PROFIT SHARING PLAN FLEXASEAL ENGINEERED SEALS AND SYSTEMS, LLC 401(K) PROFIT SHARING PLAN | WILLISTON VT | 180 | $12.5M | $27K |
