Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding INVESCO EQUAL-WEIGHT S&P 500 A in their Schedule of Assets, totaling $4.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TREFETHEN FAMILY WINERY, LLC TREFETHEN PROFIT SHARING AND 401(K) SAVINGS PLAN | NAPA CA | 103 | $10.5M | $2.5M |
| 2 | GARRISON, INC. GARRISON, INC. 401(K) RETIREMENT SAVINGS PLAN | VINEMONT AL | 570 | $28.3M | $1.1M |
| 3 | SCHWARTZ FARMS, INC. SCHWARTZ FARMS, INC. 401(K) PROFIT SHARING PLAN |
SLEEPY EYE MN |
| 455 |
| $35.2M |
| $678K |
| 4 | R.C. HEDREEN COMPANY R.C. HEDREEN COMPANY RETIREMENT SAVINGS PLAN | SEATTLE WA | 1,015 | $47.4M | $348K |
| 5 | GILMAN BROTHERS CO. THE GILMAN BROTHERS 401K RETIREMENT PLAN | GILMAN CT | 105 | $3.0M | $248K |
