Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Invesco Oppenheimer Global fund in their Schedule of Assets, totaling $44.5M 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 | CBIZ, INC. CBIZ, INC. RETIREMENT SAVINGS PLAN | CLEVELAND OH | 6,992 | $1.4B | $43.5M |
| 2 | MARKETING BY DESIGN, LLC MARKETING BY DESIGN, LLC 401(K) PLAN | BEVERLY MA | 90 | $8.3M | $530K |
| 3 | PREMIER PACKAGING, LLC PREMIER PACKAGING, LLC 401(K) PLAN |
LOUISVILLE KY |
| 814 |
| $35.3M |
| $272K |
| 4 | LIQUID ENVIRONMENTAL SOLUTIONS CORPORATION LIQUID ENVIRONMENTAL SOLUTIONS & AFFILIATES 401(K) PROFIT SHARING PLAN | IRVING TX | 912 | $19.2M | $203K |
| 5 | ALMON, INC. ALMON, INC. 401(K) PLAN | WAUKESHA WI | 123 | $13.4M | $16K |
| 6 | HARDING HOLDINGS, INC. UDELHOVEN 401(K) PLAN & TRUST | ANCHORAGE AK | 281 | $14.2M | $2K |
