Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding VY Invesco Eqty & Inc Pt I Pooled separate account in their Schedule of Assets, totaling $647K 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 | SAINT FRANCIS HEALTHCARE SYSTEM SAINT FRANCIS HEALTHCARE SYSTEM TAX DEFERRED ANNUITY PLAN | CAPE GIRARDEAU MO | 3,483 | $245.8M | $405K |
| 2 | INDUSTRY SERVICES CO., INC. INDUSTRY SERVICES CO., INC. RETIREMENT SAVINGS PLAN | THEODORE AL | 344 | $7.9M | $228K |
| 3 | STARBRIDGE SERVICES, INC. |
ROCHESTER NY |
| 600 |
| $5.2M |
| $15K |
