Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding INVESCO STABLE VALUE RET CL 4 COMMON / COLLECTIVE TRUSTS in their Schedule of Assets, totaling $11.7M 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 | DRIVETRAIN GROUP HOLDING CORP DRIVETRAIN GROUP HOLDING CORPORATION EMPLOYEE SAVINGS PLAN | CRAWFORDSVILLE IN | 365 | $21.9M | $4.1M |
| 2 | BERKSHIRE PRODUCTION SUPPLY LLC BERKSHIRE PRODUCTION SUPPLY 401(K) PROFIT SHARING PLAN | WALLED LAKE MI | 802 | $58.7M | $3.1M |
| 3 | THE CLARKE GROUP, INC. |
ST. CHARLES IL |
| 157 |
| $35.4M |
| $2.0M |
| 4 | ORBIT INTERNATIONAL CORP. ORBIT INTERNATIONAL CORP. SAVINGS PLAN | HAUPPAUGE NY | 112 | $16.8M | $1.7M |
| 5 | ALTIMETRIK, CORP. ALTIMETRIK, CORP. 401(K) PLAN | SOUTHFIELD MI | 284 | $25.8M | $822K |
