Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Oppenheimer in their Schedule of Assets, totaling $221K 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 | ALINABAL, INC. ALINABAL, INC. RETIREMENT PLAN | MILFORD CT | 57 | $17.7M | $119K |
| 2 | ATARAXIS, INC. ATARAXIS, INC. RETIREMENT SAVINGS PLAN | BOISE ID | 1,671 | $34.3M | $98K |
| 3 | NATIONAL CENTER FOR YOUTH LAW 403(B) THRIFT PLAN FOR EMPLOYEES OF NATIONAL CENTER FOR YOUTH LAW |
OAKLAND CA |
| 98 |
| $12.6M |
| $4K |
