Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Invesco International Small-Mid Company Fund " in their Schedule of Assets, totaling $5.4M 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 | JOINT BOARD OF TRUSTEES CEMENT MASONS PENSION TRUST FUND-DETROIT CEMENT MASONS PENSION TRUST FUND - DETROIT AND VICINITY | BINGHAM FARMS MI | 571 | $108.3M | $2.0M |
| 2 | ORSCHELN INDUSTRIES ORSCHELN INDUSTRIES RETIREMENT PROGRAM | MOBERLY MO | 532 | $66.4M | $1.2M |
| 3 | TKG-STORAGEMART PARTNERS, LP |
COLUMBIA MO |
| 609 |
| $33.3M |
| $448K |
| 4 | DOUBLE E COMPANY, LLC DOUBLE E COMPANY, LLC 401(K) PLAN | WEST BRIDGEWATER MA | 181 | $8.6M | $435K |
| 5 | MARTIN LUTHER KING, JR. - LOS ANGELES (MLK-LA) HEALTHCARE CORPORATION MARTIN LUTHER KING JR. COMMUNITY HOSPITAL 403(B) RETIREMENT PLAN | LOS ANGELES CA | 1,660 | $85.2M | $401K |
| 6 | TRUEBECK CONSTRUCTION, INC. TRUEBECK CONSTRUCTION, INC. 401(K) PLAN | SAN MATEO CA | 290 | $58.4M | $326K |
| 7 | THE J. DAVID GLADSTONE INSTITUTES THE J. DAVID GLADSTONE INSTITUTES MONEY PURCHASE PENSION PLAN | SAN FRANCISCO CA | 404 | $103.9M | $187K |
| 8 | INVOCA, INC. INVOCA, INC. 401(K) PROFIT SHARING PLAN & TRUST | WEST HOLLYWOOD CA | 332 | $47.5M | $120K |
| 9 | NUSS PROFESSIONAL SERVICES GROUP NUSS PROFESSIONAL SERVICES GROUP 401(K) PROFIT SHARING PLAN AND TRUST | DENVER CO | 143 | $14.9M | $100K |
| 10 | BINAH MANAGEMENT SERVICES PURSHE KAPLAN STERLING 401(K) PROFIT SHARING PLAN | SCHAUMBERG IL | 115 | $13.5M | $63K |
