Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Invesco Equally-Weighted S&P 500 R6 Invesco 0 in their Schedule of Assets, totaling $5.4M 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 | GRASSLAND DAIRY PRODUCTS, INC. GRASSLAND DAIRY PRODUCTS PROFIT SHARING PLAN | GREENWOOD WI | 502 | $58.9M | $2.8M |
| 2 | PERRY TECHNICAL INSTITUTE PERRY TECHNICAL INSTITUTE 401(K) PSP | YAKIMA WA | 110 | $14.8M | $1.3M |
| 3 | HENNION & WALSH. INC HENNION & WALSH, INC 401(K) PROFIT SHARING PLAN & TRUST |
PARSIPPANY NJ |
| 126 |
| $38.6M |
| $624K |
| 4 | WEST POINT DAIRY PRODUCTS, LLC WEST POINT DAIRY PRODUCTS, LLC RETIREMENT | GREENWOOD WI | 329 | $14.3M | $418K |
| 5 | TRILLIUM CORPORATION TRILLIUM CORPORATION 401(K) PROFIT SHARING PLAN | CHEHALIS WA | 230 | $22.3M | $394K |
| 6 | CHOICE ACADEMIES, INC. CHOICE ACADEMIES, INC. 401(K) PLAN | PHOENIX AZ | 97 | $2.9M | $10K |
