Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Stable Value Trust—Class III in their Schedule of Assets, totaling $16.2M 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 | BRASFIELD & GORRIE, L.L.C. BRASFIELD & GORRIE 401(K) PLAN | BIRMINGHAM AL | 4,289 | $492.9M | $15.1M |
| 2 | MAURICES, INC. MAURICES INCORPORATED 401(K) SAVINGS PLAN | DULUTH MN | 2,573 | $52.0M | $763K |
| 3 | JEWISH SENIOR LIFE JEWISH SENIOR LIFE 401(K) RETIREMENT PLAN |
ROCHESTER NY |
| 1,039 |
| $26.2M |
| $222K |
| 4 | INTELEPEER CLOUD COMMUNICATIONS, LLC INTELEPEER CLOUD COMMUNICATIONS, LLC 401(K) PLAN | CENTENNIAL CO | 272 | $15.3M | $58K |