Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding INVS GLOBAL R6 Registered Investment Company in their Schedule of Assets, totaling $1.3M 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 | JFE SHOJI AMERICA HOLDINGS, INC. JFE GROUP 401(K) PLAN | LONG BEACH CA | 1,005 | $69.9M | $924K |
| 2 | EVERGREEN MONEYSOURCE MORTGAGE COMPANY DBA EVERGREEN HOME LOANS SECURITY PLUS RETIREMENT SAVINGS PLAN | BELLEVUE WA | 427 | $60.9M | $336K |
