Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding INVESCO INT SMALL MID CO A in their Schedule of Assets, totaling $991K 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 | INFINITY SYSTEMS ENGINEERING INFINITY SYSTEMS ENGINEERING, LLC 401(K) PLAN | COLORADO SPRINGS CO | 288 | $70.0M | $570K |
| 2 | BANCORP FINANCIAL, INC. BANCORP FINANCIAL, INC. 401(K) PLAN | OAK BROOK IL | 180 | $13.2M | $179K |
| 3 | FREEMAN INVESTMENT COMPANY, L.P. FREEMAN INVESTMENT COMPANY, L.P. 401(K) PLAN |
GRAPEVINE TX |
| 537 |
| $23.4M |
| $104K |
| 4 | ADVANCED ACCELERATOR APPLICATION ADVANCED ACCELERATOR APPLICATIONSS USA, INC. 401(K) P | MILLBURN NJ | 135 | $0 | $73K |
| 5 | WORLDVU DEVELOPMENT LLC WORLDVU DEVELOPMENT LLC 401(K) SAVINGS PLAN | MCLEAN VA | 82 | $15.7M | $53K |
| 6 | EDLIN GALLAGHER HUIE & BLUM LLP EDLIN GALLAGHER HUIE & BLUM LLP 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 52 | $15.6M | $11K |
