Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding INVESCO EQV EM MKTS ALL CAP R6 in their Schedule of Assets, totaling $2.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GENUS GENUS 401(K) PLAN | DEFOREST WI | 1,049 | $141.0M | $2.0M |
| 2 | TRELLIS WARE TECHNOLOGIES, INC. TRELLISWARE TECHNOLOGIES 401(K) RETIREMENT PLAN | SAN DIEGO CA | 230 | $49.8M | $449K |
| 3 | CONTERRA ULTRA BROADBAND, LLC CONTERRA ULTRA BROADBAND, LLC 401(K) PLAN |
CHARLOTTE NC |
| 318 |
| $23.1M |
| $228K |
| 4 | FRESNO TRUCK CENTER FRESNO TRUCK CENTER 401(K) PLAN | FRESNO CA | 675 | $27.3M | $71K |
| 5 | ROBERTSON, ANSHUTZ & SCHNEID PL ROBERTSON, ANSCHUTZ & SCHNEID, PL 401K PROFIT SHARING PLAN & TR | BOCA RATON FL | 171 | $6.4M | $55K |
| 6 | US DEFAULT GROUP LLC US DEFAULT GROUP LLC 401K PROFIT SHARING PLAN & TRUST | BOCA RATON FL | 732 | $4.0M | $53K |
