Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Invesco Equally-Weighted S&P 500 Fund Class R6 Mutual Funds in their Schedule of Assets, totaling $3.3M 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 | OAK HILL CAPITAL MANAGEMENT, LLC OAK HILL CAPITAL 401(K) PLAN | STAMFORD CT | 55 | $52.0M | $3.3M |
