Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding INV INT SMALL MID CO R in their Schedule of Assets, totaling $189K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SQUARE GROVE LLC SQUARE GROVE LLC 401(K) PLAN | AUSTIN TX | 137 | $4.6M | $145K |
| 2 | 3SHAPE, INC. 3SHAPE, INC. 401(K) PLAN | NEW PROVIDENCE NJ | 70 | $7.0M | $23K |
| 3 | AMIGO BABY INC AMIGO BABY 401K PROFIT SHARING PLAN | THOUSAND OAKS CA |
| 220 |
| $7.6M |
| $20K |
| 4 | CG BUSINESS MANGEMENT, LLC CG BUSINESS MANGEMENT LLC 401(K) PROFIT SHARING PLAN | CHESHIRE CT | 148 | $3.4M | $1K |
