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 in their Schedule of Assets, totaling $589K 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 | THE BRITISH EMBASSY THE BRITISH EMBASSY 401(K) PLAN | WASHINGTON DC | 517 | $46.5M | $536K |
| 2 | LINK IMAGING, LLC LINK IMAGING, INC. 401(K) PLAN | SIGNAL HILL CA | 28 | $6.8M | $53K |
