Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Equally-Weighted S&P 500 Mutual Fund in their Schedule of Assets, totaling $5.0M 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 | ELWOOD STAFFING SERVICES, INC. ELWOOD STAFFING SERVICES, INC. 401(K) RETIREMENT PLAN | COLUMBUS IN | 13,000 | $35.0M | $1.8M |
| 2 | MAZAK OPTONICS CORPORATION MAZAK OPTONICS CORPORATION 401(K) PLAN | ELGIN IL | 125 | $18.9M | $1.5M |
| 3 | JULY BUSINESS SERVICES JULY BUSINESS SERVICES 401(K) PLAN |
WACO TX |
| 234 |
| $26.2M |
| $1.1M |
| 4 | TOLLESON WEALTH MANAGEMENT, INC. TOLLESON WEALTH MANAGEMENT 401(K) PLAN | DALLAS TX | 214 | $34.7M | $395K |
| 5 | RIDGECREST REGIONAL HOSPITAL RIDGECREST REGIONAL HOSPITAL SPECIAL CONTRIBUTORY TSA PENSION PLAN | RIDGECREST CA | 773 | $49.5M | $190K |
