Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding INVESCO INT SMALL MID COR6 in their Schedule of Assets, totaling $5.6M 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 | BERKSHIRE HATHAWAY SPECIALTY INS BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY RETIREMENT PLA | BOSTON MA | 935 | $174.1M | $3.1M |
| 2 | GEORGES ENTERPRISES, LLC GEORGES ENTERPRISES 401(K) PLAN | HARAHAN LA | 917 | $55.6M | $601K |
| 3 | TYSON & MENDES LLP TYSON & MENDES LLP 401(K) PROFIT SHARING PLAN AND TRUST |
LA JOLLA CA |
| 490 |
| $36.4M |
| $339K |
| 4 | HEXAGON USA HOLDINGS, INC. HEXAGON 401(K) PLAN | LINCOLN NE | 791 | $63.8M | $312K |
| 5 | CATALINA U.S. INSURANCE SERVICES CATALINA U.S. INSURANCE SERVICES LLC 401(K) PLAN | HARTFORD CT | 37 | $23.5M | $300K |
| 6 | 8MINUTE SOLAR ENERGY LLC 8MINUTE SOLAR ENERGY, LLC 401(K) PROFIT SHARING PLAN AND TRUST | EL DORADO HILLS CA | 194 | $21.6M | $238K |
| 7 | CHESAPEAKE EYE CARE MANAGEMENT, CHESAPEAKE EYE CARE MANAGEMENT, LLC 401(K) PLAN | ANNAPOLIS MD | 1,108 | $56.0M | $234K |
| 8 | ONLINE LABELS GROUP, LLC ONLINE LABELS GROUP RETIREMENT PLAN | SANFORD FL | 357 | $18.2M | $138K |
| 9 | AVANTUS LLC AVANTUS LLC 401(K) PROFIT SHARING PLAN AND TRUST | SAN DIEGO CA | 160 | $41.7M | $99K |
| 10 | CRIMSON MIDSTREAM SERVICES, LLC CRIMSON MIDSTREAM SERVICES, LLC 401(K) PROFIT SHARING PLAN | IRVINE CA | 124 | $14.0M | $91K |
