Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Invesco Growth and Income R6 in their Schedule of Assets, totaling $3.6M 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 | ELECTRO-MECHANICAL, LLC ELECTRO-MECHANICAL RETIREMENT PLAN | BRISTOL VA | 473 | $31.0M | $2.6M |
| 2 | BANDINI ENTERPRISES, INC. BEI ENGINEERS 401(K) PLAN | HOUSTON TX | 108 | $16.9M | $844K |
| 3 | OHIO HOLDINGS, INC. OH/NFM GROUP RETIREMENT PLAN |
MAUMEE OH |
| 175 |
| $7.4M |
| $123K |
| 4 | METROPOLITAN CHARITIES, INC. D/B/A METRO INCLUSIVE HEALTH METRO EMPLOYEES RETIREMENT PLAN | ST. PETERSBURG FL | 170 | $6.2M | $71K |
