Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Invesco Gold & Special Minerals Y in their Schedule of Assets, totaling $694K 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 | MEGASTAR FINANCIAL CORPORATION MEGASTAR FINANCIAL CORPORATION 401(K) PLAN | DENVER CO | 123 | $16.7M | $348K |
| 2 | RUPP PFALZGRAF LLC RUPP PFALZGRAF LLC 401(K) PROFIT SHARING PLAN | BUFFALO NY | 129 | $25.9M | $163K |
| 3 | SKYLINE TECHNOLOGY SOLUTIONS LLC SKYLINE TECHNOLOGY SOLUTIONS LLC 401(K) PROFIT SHARING PLAN |
GLEN BURNIE MD |
| 297 |
| $27.0M |
| $76K |
| 4 | GREAT HEALTHWORKS, INC. GREAT HEALTHWORKS, INC. 401(K) RETIREMENT PLAN | FORT LAUDERDALE FL | 241 | $15.6M | $63K |
| 5 | ACCOUNTING FULFILLMENT SERVICES, LLC. AFS 401(K) PROFIT SHARING PLAN | NEW YORK NY | 242 | $7.1M | $44K |
