Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding INVS GLOBAL R6 Mutual fund - in their Schedule of Assets, totaling $4.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DERRICK CORPORATION DERRICK CORPORATION PROFIT SHARING PLAN | BUFFALO NY | 617 | $95.6M | $3.1M |
| 2 | ATX NETWORKS (DALLAS) CORP. ATX NETWORKS 401(K) PLAN | DULUTH GA | 112 | $27.9M | $803K |
| 3 | ZWILLING J.A. HENCKELS, LLC ZWILLING J.A. HENCKELS, LLC 401(K) PLAN |
PLEASANTVILLE NY |
| 548 |
| $22.1M |
| $382K |
| 4 | ISLAND OPERATING COMPANY, INC. ISLAND OPERATING COMPANY, INC. PROFIT SHARING 401(K) PLAN | SCOTT LA | 825 | $44.6M | $242K |