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 R in their Schedule of Assets, totaling $680K 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 | GREENWOOD CHEVROLET, INC. GREENWOOD CHEVROLET, INC. 401(K) PROFIT SHARING PLAN | YOUNGSTOWN OH | 145 | $9.6M | $420K |
| 2 | KENMARK OPTICAL, INC. KENMARK OPTICAL, INC. 401(K) PROFIT SHARING PLAN | LOUISVILLE KY | 99 | $9.3M | $261K |
