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 in their Schedule of Assets, totaling $29.8M 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 | DAWN FOODS, INC. DAWN FOODS RETIREMENT SAVINGS PLAN | JACKSON MI | 1,589 | $224.8M | $28.0M |
| 2 | DAWN FOODS, INC. DAWN FOODS UNION RETIREMENT SAVINGS PLAN | JACKSON MI | 157 | $15.5M | $1.3M |
| 3 | PLUMBERS' SUPPLY COMPANY PLUMBERS' SUPPLY COMPANY 401(K) PROFIT SHARING PLAN |
NEW BEDFORD MA |
| 289 |
| $46.1M |
| $445K |
