Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding INVESCO INT SMALL MID CO Y in their Schedule of Assets, totaling $795K 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 | QUALITY GOLD OF CINCINNATI, INC. QUALITY GOLD 401(K) AND PROFIT SHARING PLAN | FAIRFIELD OH | 310 | $33.9M | $219K |
| 2 | GENESIS NETWORKS ENTERPRISES, LL GENESIS NETWORKS ENTERPRISES 401K PLAN | SAN ANTONIO TX | 97 | $8.4M | $207K |
| 3 | ENDEAVOR MANAGED SERVICES |
SAN ANTONIO TX |
| 69 |
| $8.2M |
| $193K |
| 4 | RUBIES II, LLC RUBIES II, LLC 401(K) RETIREMENT PLAN | WESTBURY NY | 275 | $37.8M | $119K |
| 5 | BIBLE STUDY FELLOWSHIP BIBLE STUDY FELLOWSHIP 401(K) PLAN | SAN ANTONIO TX | 92 | $9.9M | $57K |
