Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Invesco International Small-Mid Company Fund Mutual fund in their Schedule of Assets, totaling $4.2M 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 | TANIUM INC. TANIUM INC. 401(K) PLAN | EMERYVILLE CA | 1,526 | $229.1M | $2.0M |
| 2 | HOSPICE BY THE BAY BY THE BAY HEALTH 403(B) PLAN | LARKSPUR CA | 381 | $34.2M | $847K |
| 3 | KEYES MOTORS, INC. KEYES MOTORS, INC. PROFIT SHARING PLAN | WOODLAND HILLS |
| 441 |
| $84.0M |
| $593K |
| 4 | NEUROPACE, INC. NEUROPACE, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 185 | $39.7M | $399K |
| 5 | KEYPOINT CREDIT UNION KEYPOINT CREDIT UNION 401(K) PROFIT SHARING PLAN | SAN JOSE CA | 184 | $45.4M | $190K |
| 6 | TREASURE BAY LLC TREASURE BAY LLC 401(K) PLAN | BILOXI MS | 897 | $13.9M | $67K |
| 7 | TAKARA BIO, USA, INC. TAKARA BIO USA, INC. 401(K) PROFIT SHARING PLAN | SAN JOSE CA | 240 | $67.1M | $51K |
| 8 | SOLDIER ON, INC. SOLDIER ON 403(B) PLAN | PITTSFIELD MA | 181 | $9.2M | $25K |
| 9 | HUNEEUS VINTNERS LLC HUNEEUS VINTNERS 401K PLAN | ST HELENA CA | 294 | $12.8M | $8K |
