Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Equally-Wtd S&P 500 R6 Mutual Fund in their Schedule of Assets, totaling $313K 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 | NS BRANDS, LTD NATURESWEET 401(K) PLAN | SAN ANTONIO TX | 111 | $10.7M | $302K |
| 2 | QUIGG BROS., INC. QUIGG BROS., INC. PROFIT SHARING SAVINGS PLAN | ABERDEEN WA | 84 | $25.1M | $7K |
| 3 | SKYMARK REFUELERS, LLC SKYMARK REFUELERS 401(K) PLAN |
| 125 |
| $1.9M |
| $3K |
