Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding s Invesco Invesco Equity and Income Fund Class R-6 in their Schedule of Assets, totaling $8.0M 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 | ROGERS GROUP, INC. ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN | NASHVILLE TN | 3,037 | $205.9M | $8.0M |
