Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Stable Value Retirement Fund in their Schedule of Assets, totaling $54.5M 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 | DAIKIN APPLIED AMERICAS INC. RETIREMENT SAVINGS PLAN FOR DAIKIN GROUP AFFILIATED COMPANIES | MINNEAPOLIS MN | 6,659 | $589.8M | $52.9M |
| 2 | VIOCITY GROUP VIOCITY GROUP 401(K) PLAN | MANHEIM PA | 113 | $15.5M | $1.4M |
| 3 | ZAUSMER, P.C. ZAUSMER, P.C. 401(K) SAVINGS PLAN |
FARMINGTON HILLS MI |
| 166 |
| $17.2M |
| $251K |
