Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invs Global Y Mutual Fund in their Schedule of Assets, totaling $1.4M 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 | ENDWELL FAMILY PHYSICIANS, L.L.P. ENDWELL FAMILY PHYSICIANS, L.L.P. PROFIT SHARING 401(K) PLAN | ENDWELL NY | 119 | $29.7M | $1.3M |
| 2 | ALL.HEALTH, INC. ALL.HEALTH, INC. 401K PLAN | SAN FRANCISCO CA | 38 | $8.0M | $72K |
| 3 | SPUR REPLY, LLC SPUR REPLY, LLC RETIREMENT PLAN |
BELLEVUE WA |
| 206 |
| $24.1M |
| $17K |
| 4 | ZEHRCO-GIANCOLA COMPOSITES, INC. ZEHRCO-GIANCOLA COMPOSITES, INC. 401(K) PROFIT SHARING PLAN | ASHTABULA OH | 340 | $12.2M | $6K |
