Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 680 retirement plans report an interest in this investment, totaling $61.0M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: Invesco Small CAP Growth, Invesco Small CAP Growth Fund, Invesco Small CAP Growth A. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES IBEW LOCAL 1049 IBEW LOCAL 1049 CRAFT ANNUITY FUND | HOLTSVILLE NY | 3,321 | $349.2M | $3.9M |
| 2 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $2.6M |
| 3 | BAYVIEW PHYSICIAN SERVICES , P.C. BAYVIEW PHYSICIAN SERVICES, P.C. 401K PROFIT SHARING PLAN | CHESAPEAKE VA | 271 | $112.9M | $2.5M |
| 4 | K.C. NIELSEN LTD K.C. NIELSEN LTD 401K PROFIT SHARING PLAN | HUMBOLDT IA | 224 | $34.0M | $1.6M |
| 5 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $1.4M |
| 6 | MEADOWLAND FARMERS COOP MEADOWLAND FARMERS COOP 401(K) PLAN | LAMBERTON MN | 217 | $18.7M | $964K |
| 7 | CRUZ ASSOCIATES, INC. CRUZ ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | YORKTOWN VA | 296 | $30.6M | $937K |
| 8 | HALLORAN & SAGE, LLP HALLORAN & SAGE, LLP RETIREMENT AND DEFERRED SALARY PLAN | HARTFORD CT | 133 | $44.4M | $929K |
| 9 | UNIVERSAL ENVIRONMENTAL SERVICES, LLC UNIVERSAL ENVIRONMENTAL SERVICES 401(K) PROFIT SHARING PLAN & TRUST | PEACHTREE CITY GA | 420 | $17.7M | $812K |
| 10 | GREAT PLAINS BANCSHARES, INC. GREAT PLAINS BANCSHARES, INC. 401(K) PROFIT SHARING PLAN | HOLLIS OK | 382 | $27.1M | $771K |
