Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Invesco International Small-Mid Company Fund Y Mutual fund n/a in their Schedule of Assets, totaling $195K 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 | CHATEAU RETIREMENT COMMUNITIES LLC CHATEAU RETIREMENT COMMUNITIES LLC 401(K) PLAN | WOODINVILLE WA | 289 | $7.7M | $195K |
