Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Variable Rate Preferred ETF in their Schedule of Assets, totaling $2.6M 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 | WESTERN GROWERS ASSOCIATION WESTERN GROWERS RETIREMENT SECURITY PLAN | IRVINE CA | 1,566 | $145.3M | $1.2M |
| 2 | SOUTHWEST POWER POOL, INC. SOUTHWEST POWER POOL, INC. RETIREMENT PLAN | LITTLE ROCK AR | 829 | $159.8M | $1.1M |
| 3 | CENTREX DISTRIBUTORS, LLC CENTREX DISTRIBUTORS, INC. UNION EMPLOYEES' PENSION PLAN |
WEST GREENWICH RI |
| 99 |
| $7.7M |
| $260K |
