Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invsco Glbl Y in their Schedule of Assets, totaling $1.2M 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 | BELL MOTOR CARS, INC. BELL AUTOMOTIVE NETWORK 401K PLAN | NORTH EDISON NJ | 352 | $14.0M | $566K |
| 2 | COKINOS & YOUNG, A PROFESSIONAL COKINOS & YOUNG, A PROFESSIONAL CORPORATION 401(K) PROFIT SHARING PLAN | HOUSTON TX | 149 | $35.4M | $400K |
| 3 | MCCARL'S LLC MCCARL'S RETIREMENT SAVINGS PLAN |
BEAVER FALLS PA |
| 138 |
| $12.5M |
| $270K |