Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Equally-Weighted S&P 500 Fund Class R6 in their Schedule of Assets, totaling $4.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | IPAS, INC. IPAS, INC. 401(K) PLAN | DURHAM NC | 81 | $21.1M | $3.8M |
| 2 | MIAMI INTERNATIONAL HOLDINGS, INC. MIAMI INTERNATIONAL HOLDINGS, INC. 401(K) PLAN | PRINCETON NJ | 390 | $57.4M | $798K |
