Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Invesco Main Street Fund in their Schedule of Assets, totaling $517K 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 | KING RANCH, INCORPORATED KING RANCH, INC. 401(K) EMPLOYEE RETIREMENT SAVINGS PLAN | HOUSTON TX | 961 | $63.5M | $481K |
| 2 | PENN HIGHLANDS HEALTHCARE, INC. PENN HIGHLANDS HEALTHCARE 403(B) PLAN | DUBOIS PA | 4,815 | $330.6M | $32K |
| 3 | CONSOLIDATED CITRUS LIMITED |
HOUSTON TX |
| 73 |
| $9.5M |
| $3K |
