Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco International Small-Mid Company Fund Class R6 Mutual fund in their Schedule of Assets, totaling $36.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SERVICENOW, INC. SERVICENOW, INC. 401(K) PLAN | SANTA CLARA CA | 13,322 | $2.0B | $34.9M |
| 2 | KAROUN DAIRIES, LLC LACTALIS DAIRY USA 401(K) PLAN | SAN FERNANDO CA | 1,752 | $163.8M | $804K |
| 3 | LUCID USA, INC. LUCID MOTORS 401(K) PLAN | NEWARK |
| 6,273 |
| $219.3M |
| $741K |
| 4 | MARCUS & MILLICHAP, INC. MARCUS & MILLICHAP, INC. 401(K) PLAN | CALABASAS CA | 836 | $67.1M | $351K |
