Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Invsco Goldspecmnrls Y Mutual Fund in their Schedule of Assets, totaling $288K 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 | DEBARTOLO HOLDINGS, LLC DEBARTOLO HOLDINGS RETIREMENT PLAN | TAMPA FL | 133 | $31.7M | $124K |
| 2 | BENNETT STEEL FABRICATION, INC. BENNETT COMPANIES 401(K) PLAN | SAPULPA OK | 108 | $5.8M | $121K |
| 3 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN |
NEW ORLEANS LA |
| 934 |
| $71.0M |
| $24K |
| 4 | IMPACT MHC MANAGEMENT, LLC IMPACT MHC MANAGEMENT, LLC 401(K) PLAN | CEDAREDGE CO | 229 | $4.3M | $9K |
| 5 | JACK DOHENY COMPANY JACK DOHENY COMPANY 401(K) PLAN | NORTHVILLE MI | 155 | $16.6M | $6K |
| 6 | CHESAPEAKE EMPLOYERS' INSURANCE COMPANY CHESAPEAKE EMPLOYERS' INSURANCE COMPANY 401(K) PLAN | TOWSON MD | 252 | $25.4M | $4K |
