Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding INVESCO EQUAL-WEIGHT S&P 500 Y in their Schedule of Assets, totaling $8.1M 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 | CURTIS C. GUNN, INC. CURTIS C. GUNN, INC. 401(K) PLAN | SAN ANTONIO TX | 619 | $54.7M | $3.1M |
| 2 | BRIDGFORD FOODS CORPORATION BRIDGFORD FOODS RETIREMENT SAVINGS 401(K) PLAN | DALLAS TX | 353 | $32.0M | $1.3M |
| 3 | ALLEGIS CORPORATION ALLEGIS CORPORATION RETIREMENT PLAN |
SPRING LAKE PARK MN |
| 134 |
| $19.9M |
| $1.1M |
| 4 | SILVER VENTURES, INC. SILVER ASSOCIATES' SAVINGS PLAN | SAN ANTONIO TX | 663 | $28.6M | $985K |
| 5 | GENESIS NETWORKS ENTERPRISES, LL GENESIS NETWORKS ENTERPRISES 401K PLAN | SAN ANTONIO TX | 97 | $8.4M | $665K |
| 6 | ENDEAVOR MANAGED SERVICES ENDEAVOR MANAGED SERVICES 401(K) PLAN | SAN ANTONIO TX | 69 | $8.2M | $650K |
| 7 | FREEDOMPAY, INC. FREEDOMPAY, INC. 401(K) PROFIT SHARING PLAN | PHILADELPHIA PA | 478 | $27.6M | $125K |
| 8 | ACE MART RESTAURANT SUPPLY CO. ACE MART RESTAURANT SUPPLY CO 401(K) PLAN | SAN ANTONIO TX | 264 | $21.9M | $76K |
