Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Oppenheimer International Growth Mutual fund in their Schedule of Assets, totaling $5.6M 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 | SHAMROCK TRADING CORPORATION SHAMROCK TRADING CORPORATION 401(K) PROFIT SHARING PLAN | OVERLAND PARK KS | 2,503 | $122.1M | $4.8M |
| 2 | JAMS, INC. JAMS, INC. 401(K) RETIREMENT SAVINGS PLAN | IRVINE CA | 327 | $58.3M | $643K |
| 3 | ARCHITECTURAL ARTS MILLWORK, LLC ARCHITECTURAL ARTS MILLWORK, LLC 401(K) PLAN |
DES MOINES IA |
| 135 |
| $10.4M |
| $158K |
