Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Invesco Int Sm-Md Comp R6 Fund in their Schedule of Assets, totaling $11.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHILDSERVE INC CHILDSERVE EMPLOYEE RETIREMENT PLAN | JOHNSTON IA | 1,558 | $40.9M | $5.5M |
| 2 | THE RMR GROUP LLC THE RMR GROUP LLC 401(K) RETIREMENT PLAN | NEWTON MA | 1,024 | $143.2M | $1.8M |
| 3 | CONGRESSIONAL COUNTRY CLUB, INC. CONGRESSIONAL COUNTRY CLUB, INC. RETIREMENT SAVINGS PLAN |
BETHESDA MD |
| 292 |
| $22.3M |
| $1.3M |
| 4 | FOUR B CORP BALLS FOOD STORES 401(K) RETIREMENT PLAN | KANSAS CITY KS | 2,139 | $55.7M | $1.2M |
| 5 | ATLANTIC AMERICAN CORPORATION ATLANTIC AMERICAN CORPORATION 401(K) RETIREMENT SAVINGS PLAN | ATLANTA GA | 158 | $29.2M | $616K |
| 6 | MI-T-M CORPORATION MI-T-M CORPORATION 401(K) PLAN | PEOSTA IA | 324 | $31.7M | $566K |
| 7 | EVERETT CASH MUTUAL INSURANCE CO. EVERETT CASH MUTUAL INSURANCE CO. PROFIT SHARING PLAN AND TRUST | EVERETT PA | 114 | $16.5M | $270K |
| 8 | LOWER, LLC000000000 LOWER LLC 401(K) RETIREMENT PLAN | COLUMBIA MD | 981 | $48.0M | $147K |
| 9 | NSC CONSTRUCTION COMPANY, LLC DBA NEW SOUTH CONSTRUCTION NEW SOUTH CONSTRUCTION COMPANY 401(K) PLAN | ATLANTA GA | 255 | $31.2M | $59K |
