Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding VY Invesco Equity & Income Port I Mutual fund in their Schedule of Assets, totaling $163K 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 | ADIRONDACK COMMUNITY ACTION PROGRAMS, INC. ADIRONDACK COMMUNITY ACTION PROGRAMS, INC. RETIREMENT SAVINGS PLAN | ELIZABETHTOWN NY | 123 | $4.0M | $163K |
