Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Invesco INVS DEVELOP MKT R6 in their Schedule of Assets, totaling $3.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | QUANTUM CORPORATION QUANTUM CORPORATION EMPLOYEE SAVINGS AND INVESTMENT PLAN | SAN JOSE CA | 291 | $267.5M | $2.3M |
| 2 | W & T OFFSHORE, INC. W & T OFFSHORE, INC. 401(K) PLAN | HOUSTON TX | 405 | $88.4M | $600K |
| 3 | ASTREYA PARTNERS, LLC ASTREYA PARTNERS, LLC 401K PROFIT SHARING PLAN & TRUST |
SAN JOSE CA |
| 976 |
| $26.2M |
| $281K |
| 4 | STONEBRIDGE HOSPITALITY ASSOCIATES, LLC STONEBRIDGE HOSPITALITY ASSOCIATES, LLC 401(K) PLAN | DENVER CO | 5,023 | $22.5M | $136K |
| 5 | BOKA POWELL, LLC BOKA POWELL, LLC. 401(K) PLAN | DALLAS TX | 84 | $13.2M | $136K |
| 6 | STARREZ, INC. STARREZ 401(K) PROFIT SHARING PLAN | GREENWOOD VILLAGE CO | 188 | $11.7M | $25K |
