Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Invesco Invesco Gold & Special Minerals R6 in their Schedule of Assets, totaling $2.4M 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 | NEWPORT GROUP, INC. TWELVE POINTS POOLED EMPLOYER PLAN | FOLSOM CA | 1,164 | $49.8M | $662K |
| 2 | MCCORMICK TAYLOR, INC. MCCORMICK TAYLOR, INC. 401K & PROFIT SHARING PLAN | PHILADELPHIA PA | 407 | $84.7M | $505K |
| 3 | MONTEREY PACIFIC, LLC MONTEREY PACIFIC, LLC RETIREMENT PLAN |
SOLEDAD CA |
| 245 |
| $8.9M |
| $296K |
| 4 | T-SOLUTIONS, INC. T-SOLUTIONS 401(K) RETIREMENT SAVINGS PLAN | CHESAPEAKE VA | 353 | $39.8M | $160K |
| 5 | VELOCITY SOLUTIONS, LLC VELOCITY SOLUTIONS, LLC 401(K) PLAN | FORT LAUDERDALE FL | 109 | $19.8M | $133K |
| 6 | JFK INTERNATIONAL AIR TERMINAL JFK INTERNATIONAL AIR TERMINAL LLC EMPLOYEES 401(K) SAVINGS & PROFIT SHARING PLAN | JAMAICA NY | 148 | $30.7M | $131K |
| 7 | T-REX SOLUTIONS, LLC T-REX SOLUTIONS, LLC 401 (K) & PROFIT SHARING PLAN | BETHESDA MD | 254 | $29.5M | $117K |
| 8 | XYNGULAR CORPORATION XYNGULAR/PURE HAVEN 401(K) PLAN | LEHI UT | 81 | $7.6M | $75K |
| 9 | PARTSSOURCE, INC. PARTSSOURCE 401(K) PLAN | HUDSON OH | 521 | $39.0M | $71K |
| 10 | KOOPS, INC. KOOPS INC. 401(K) PLAN | HOLLAND MI | 311 | $21.9M | $49K |
