Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Minnesota Life Insurance Company Invesco Equity and Income R5 in their Schedule of Assets, totaling $467K 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 | SUDLER AND COMPANY, INC. SBG EMPLOYEE 401(K) PLAN AND TRUST | CHICAGO IL | 174 | $11.9M | $404K |
| 2 | AL COPELAND INVESTMENTS, L.L.C. AL COPELAND INVESTMENTS, L. L. C. 401(K) PLAN | METAIRIE LA | 464 | $13.3M | $64K |
