Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding INVESCO STABLE VALUE RET CL 1 Common/Collective Trusts in their Schedule of Assets, totaling $252.6M 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 | ANYWHERE REAL ESTATE GROUP LLC ANYWHERE REAL ESTATE GROUP LLC EMPLOYEE SAVINGS PLAN | MADISON NJ | 7,548 | $1.0B | $81.7M |
| 2 | MASHANTUCKET PEQUOT TRIBE MASHANTUCKET PEQUOT TRIBE 401(K) RETIREMENT PLAN | MASHANTUCKET CT | 4,288 | $424.9M | $47.0M |
| 3 | R.T.G. FURNITURE CORP. & AFFILIATES |
SEFFNER FL |
| 9,789 |
| $319.8M |
| $35.3M |
| 4 | SERTA SIMMONS BEDDING, LLC SERTA SIMMONS BEDDING 401(K) RETIREMENT PLAN | DORAVILLE GA | 2,704 | $275.5M | $31.1M |
| 5 | MATHESON TRI-GAS, INC. MATHESON TRI-GAS, INC. SAVINGS PLAN | WARREN NJ | 4,755 | $454.6M | $16.4M |
| 6 | SORENSON COMMUNICATIONS LLC. SORENSON COMMUNICATIONS, LLC. 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 6,108 | $316.5M | $5.7M |
| 7 | ALAN RITCHEY, INC. ALAN RITCHEY, INC. EMPLOYEE PROFIT SHARING PLAN | VALLEY VIEW TX | 619 | $21.7M | $5.0M |
| 8 | MCGARD LLC L . D. MCCAULEY/MCGARD RETIREMENT PLAN | ORCHARD PARK NY | 638 | $58.9M | $4.7M |
| 9 | BURK ROYALTY CO., LTD. BURK ROYALTY CO. , LTD 401(K) PLAN | WICHITA FALLS TX | 293 | $23.5M | $4.5M |
| 10 | HBT FINANCIAL, INC. HBT FINANCIAL, INC. EMPLOYEES PROFIT SHARING TRUST | BLOOMINGTON IL | 819 | $95.0M | $4.1M |
