Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco VI Amr Franchise Fd I Pooled separate account in their Schedule of Assets, totaling $201K 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 | SAINT FRANCIS HEALTHCARE SYSTEM SAINT FRANCIS HEALTHCARE SYSTEM TAX DEFERRED ANNUITY PLAN | CAPE GIRARDEAU MO | 3,483 | $245.8M | $147K |
| 2 | STARBRIDGE SERVICES, INC. STARBRIDGE SERVICES, INC. 403(B) PLAN | ROCHESTER NY | 600 | $5.2M | $42K |
| 3 | TRI-COUNTY COMMUNITY ACTION AGENCY |
JOHNSTON RI |
| 490 |
| $15.1M |
| $12K |
