Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Ltd. Invesco Gold & Special Minerals Fund in their Schedule of Assets, totaling $1.4M 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 | GALOIS, INC. GALOIS INC 401K PLAN AND TRUST | PORTLAND OR | 116 | $30.9M | $1.4M |
| 2 | HUNGRYROOT INC. HUNGRYROOT 401(K) PLAN | NEW YORK NY | 287 | $7.3M | $19K |