Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding INVESCO EQUAL WEIGHT SP 500 R6 in their Schedule of Assets, totaling $3.1M 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 | ALLAN BROS, INC. ALLAN BROS, INC. 401(K) PLAN AND TRUST | NACHES WA | 765 | $22.3M | $2.4M |
| 2 | KITSON & PARTNERS MANAGEMENT SER KITSON & PARTNERS MANAGEMENT SERVICES, INC. 401(K) PLAN | PALM BEACH GARDENS FL | 205 | $22.6M | $614K |
| 3 | MEDICAL OFFICES OF MANHATTAN MEDICAL OFFICES OF MANHATTAN, PLLC 401(K) PS PLAN AND TRUST |
NEW YORK NY |
| 118 |
| $4.0M |
| $102K |
| 4 | ROSEWOOD CORPORATE INVESTMENTS, ROSEWOOD FAMILY OF COMPANIES 401(K) RETIREMENT PLAN | RALEIGH NC | 113 | $2.7M | $39K |
| 5 | DEQUE SYSTEMS INC. DEQUE SYSTEMS INC. 401(K) PROFIT SHARING PLAN AND TRUST | HERNDON VA | 178 | $14.0M | $28K |
