Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Equally-Weighted S&P 500 Fund Class Y Mutual fund in their Schedule of Assets, totaling $8.2M 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 | OASIS SYSTEMS, LLC OASIS 401(K) PLAN | BURLINGTON MA | 2,793 | $334.0M | $4.5M |
| 2 | ASTRION ASTRION 401(K) PLAN | HUNTSVILLE AL | 2,679 | $358.9M | $3.7M |
| 3 | RESOURCE ACQUISITION & MANAGEM RESOURCE ACQUISITION & MANAGEM 401(K) PROFIT SHARING PLAN & TRUST |
| 393 |
| $1.7M |
| $8K |
