Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 115 U.S. retirement plans report holding Invesco in their Schedule of Assets, totaling $822.1M 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 | TYSON FOODS, INC. TYSON FOODS, INC. RETIREMENT SAVINGS PLAN | SPRINGDALE AR | 118,435 | $3.7B | $638.1M |
| 2 | YUM BRANDS, INC. YUM BRANDS 401K PLAN | LOUISVILLE KY | 22,667 | $989.8M | $40.9M |
| 3 | SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY SOUTHERN FARM BUREAU AND ADOPTING COMPANIES 401(K) PLAN |
RIDGELAND MS |
| 2,710 |
| $528.3M |
| $17.8M |
| 4 | CVS HEALTH CORPORATION CVS HEALTH FUTURE FUND 401(K) PLAN | WOONSOCKET RI | 313,966 | $30.1B | $15.9M |
| 5 | TRUSTEES ST. PAUL ELECTRICAL CONSTRUCTIO WORKERS SUPPLEMENTAL PENSION ST. PAUL ELECTRICAL CONSTRUCTION WORKERS SUPPLEMENTAL PENSION PLAN | ST. PAUL MN | 2,787 | $292.4M | $13.1M |
| 6 | BEPCO, L.P. BASS THRIFT / 401(K) PLAN AND TRUST | FORT WORTH TX | 482 | $107.4M | $13.0M |
| 7 | THE BAUPOST GROUP, L.L.C. BAUPOST GROUP SAVINGS RETIREMENT PLAN | BOSTON MA | 240 | $156.2M | $13.0M |
| 8 | IMERYS USA INC. IMERYS 401(K) PLAN FOR BARGAINING EMPLOYEES | ROSWELL GA | 617 | $49.9M | $7.5M |
| 9 | HEMENWAY & BARNES LLP HEMENWAY & BARNES 401(K) PLAN | BOSTON MA | 131 | $68.3M | $6.8M |
| 10 | EPIROC NORTH AMERICA CORP. EPIROC 401(K) PLAN | GARLAND TX | 1,401 | $199.9M | $4.4M |
