Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding INVESCO STABLE VAL RET CL 1 GM COMMON / COLLECTIVE TRUSTS in their Schedule of Assets, totaling $4.5M 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 | MASHANTUCKET PEQUOT TRIBE MASHANTUCKET PEQUOT TRIBE 401(K) RETIREMENT PLAN | MASHANTUCKET CT | 4,288 | $424.9M | $2.9M |
| 2 | CHG GROUP, INC. CHG GROUP, INC. PROFIT SHARING & 401(K) PLAN | CHANTILLY VA | 825 | $95.6M | $702K |
| 3 | MEDICAL ASSOCIATES OF THE LEHIGH VALLEY, P.C. |
ALLENTOWN PA |
| 191 |
| $41.8M |
| $476K |
| 4 | HBT FINANCIAL, INC. HBT FINANCIAL, INC. EMPLOYEES PROFIT SHARING TRUST | BLOOMINGTON IL | 819 | $95.0M | $230K |
| 5 | BURK ROYALTY CO., LTD. BURK ROYALTY CO. , LTD 401(K) PLAN | WICHITA FALLS TX | 293 | $23.5M | $125K |
| 6 | H & T WATERBURY, LLC H&T WATERBURY, LLC 401(K) PLAN | WATERBURY CT | 401 | $25.4M | $78K |
