Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Preferred ETF Mutual fund in their Schedule of Assets, totaling $143K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | STATES LOGISTICS SERVICES, INC. STATES LOGISTICS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | BUENA PARK CA | 638 | $26.3M | $99K |
| 2 | GLOBAL PHYSICIAN NETWORK LLC SARASOTA EMERGENCY ASSOCIATES, PA CASH BALANCE PLAN | SARASOTA FL | 111 | $3.9M | $36K |
| 3 | RICKS BARBECUE, INC. |
LEOMA TN |
| 81 |
| $1.5M |
| $8K |
