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 in their Schedule of Assets, totaling $24.9M 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 | BARRY-WEHMILLER COMPANIES, INC. BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN | ST. LOUIS MO | 5,631 | $1.0B | $23.6M |
| 2 | CHOICE SCHOOLS ASSOCIATES, LLC CHOICE SCHOOLS PROFIT SHARING PLAN | WYOMING MI | 994 | $24.1M | $805K |
| 3 | HARVARD MANAGEMENT COMPANY INC. |
BOSTON MA |
| 102 |
| $58.2M |
| $259K |
| 4 | FUTURAMIC TOOL & ENGINEERING COMPANY FUTURAMIC TOOL & ENGINEERING COMPANY 401(K) RETIREMENT PLAN | WARREN MI | 283 | $33.8M | $172K |
