Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Invesco Invesco Summit Fund in their Schedule of Assets, totaling $328K 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 | CARBIDE INDUSTRIES, LLC CARBIDE INDUSTRIES LLC 401K PLAN | LOUISVILLE KY | 134 | $14.9M | $328K |
