Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Invesco Equally-Weighted S&P 500 Fund in their Schedule of Assets, totaling $13.3M 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 | CONSTRUCTION RESOURCES MANAGEMENT, INC. WALBEC GROUP RETIREMENT PLAN | WAUKESHA WI | 744 | $180.5M | $8.1M |
| 2 | WISCO INDUSTRIES, INC. WISCO INDUSTRIES PROFIT SHARING PLAN | OREGON WI | 106 | $17.5M | $1.4M |
| 3 | MOUNTAIN STATE AUTO AUCTION IN MOUNTAIN STATE AUTO AUCTION IN 401(K) PROFIT SHARING PLAN & TRUST |
SHINNSTON WV |
| 1,110 |
| $12.4M |
| $1.1M |
| 4 | LUMENIS BE, INC. LUMENIS BE, INC. 401(K) PLAN | SAN JOSE CA | 386 | $32.6M | $759K |
| 5 | SOUTH CAROLINA LEGAL SERVICES SOUTH CAROLINA LEGAL SERVICES 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 119 | $17.5M | $389K |
| 6 | PREMIER PACKAGING, LLC PREMIER PACKAGING, LLC 401(K) PLAN | LOUISVILLE KY | 814 | $35.3M | $366K |
| 7 | EASTEX CRUDE COMPANY EASTEX CRUDE COMPANY 401(K) PROFIT SHARING PLAN | LEESBURG TX | 257 | $27.6M | $360K |
| 8 | M.A. FORD MFG. CO., INC. M.A. FORD MFG. CO., INC. DEFERRED WAGE SAVINGS PLAN | DAVENPORT IA | 271 | $20.1M | $246K |
| 9 | SOUTHWORTH DEVELOPMENT LLC SOUTHWORTH DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | MASHPEE MA | 349 | $12.3M | $166K |
| 10 | HOUR MEDIA, LLC HOUR MEDIA, LLC 401(K) RETIREMENT PLAN | TROY MI | 201 | $7.3M | $132K |
