Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Stable Value Fund n/a in their Schedule of Assets, totaling $59.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KENNAMETAL INC. KENNAMETAL MASTER TRUST | FT. MILL SC | 0 | $595.7M | $56.8M |
| 2 | OBERG INDUSTRIES, LLC THE SAVINGS & INVESTMENT PLAN FOR EMPLOYEES OF OBERG INDUSTRIES LLC | FREEPORT PA | 693 | $116.2M | $1.4M |
| 3 | OPPORTUNITY BANK OF MONTANA OPPORTUNITY BANK OF MONTANA PROFIT SHARING PLAN & TRUST |
HELENA MT |
| 369 |
| $40.0M |
| $1.3M |