Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 99 U.S. retirement plans report holding Invesco in their Schedule of Assets, totaling $743.0M 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 | SOUTHERN FARM BUREAU CASUALTY INSURANCE COMPANY SOUTHERN FARM BUREAU AND ADOPTING COMPANIES 401(K) PLAN | RIDGELAND MS | 2,710 | $528.3M | $17.8M |
| 3 | CVS HEALTH CORPORATION |
WOONSOCKET RI |
| 313,966 |
| $30.1B |
| $15.9M |
| 4 | THE BAUPOST GROUP, L.L.C. BAUPOST GROUP SAVINGS RETIREMENT PLAN | BOSTON MA | 240 | $156.2M | $13.0M |
| 5 | IMERYS USA INC. IMERYS 401(K) PLAN FOR BARGAINING EMPLOYEES | ROSWELL GA | 617 | $49.9M | $7.5M |
| 6 | HEMENWAY & BARNES LLP HEMENWAY & BARNES 401(K) PLAN | BOSTON MA | 131 | $68.3M | $6.8M |
| 7 | EPIROC NORTH AMERICA CORP. EPIROC 401(K) PLAN | GARLAND TX | 1,401 | $199.9M | $4.4M |
| 8 | ALLEGACY FEDERAL CREDIT UNION ALLEGACY RETIREMENT SAVINGS PLAN | WINSTON-SALEM NC | 400 | $51.6M | $3.1M |
| 9 | GENTEX CORPORATION GENTEX CORPORATION RETIREMENT SAVINGS PLAN | ZEELAND MI | 6,100 | $509.6M | $2.5M |
| 10 | THERMON, INC. THERMON INC. 401(K) PLAN | SAN MARCOS TX | 580 | $57.6M | $2.1M |
