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 R6 Fund Mutual Fund in their Schedule of Assets, totaling $31.9M 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 | EXELIXIS, INC. EXELIXIS, INC. 401(K) PLAN | ALAMEDA CA | 1,148 | $319.0M | $31.9M |
