Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding INVS EQUITY & INC R5 in their Schedule of Assets, totaling $42.1M 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 | K&L GATES LLP K&L GATES LLP 401(K) PROGRAM MASTER TRUST | PITTSBURGH PA | — | $1.4B | $42.0M |
| 2 | MORRISON INDUSTRIES, INC. MORRISON INDUSTRIES, INC. RETIREMENT SAVINGS PLAN | GRAND RAPIDS MI | 605 | $35.6M | $25K |
