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 R6 Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | THE YATES COMPANIES, INC. THE YATES COMPANIES, INC. 401(K) PLAN | JACKSON MS | 3,755 | $154.1M | $444K |
| 2 | YATES SERVICES, LLC YATES SERVICES RETIREMENT & SAVINGS PLAN | JACKSON MS | 2,035 | $91.6M | $429K |
| 3 | E.E. NEWCOMER ENTERPRISES, INC. E.E. NEWCOMER ENTERPRISES, INC. 401(K) RETIREMENT PLAN & TRUST |
OLATHE KS |
| 3,441 |
| $174.0M |
| $345K |
| 4 | PITCH BLACK CREATIVE USA CORP. PITCH BLACK CREATIVE USA CORP. 401(K) RETIREMENT PLAN | BURBANK CA | 49 | $15.5M | $260K |
