Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Invesco Equally - Weighted S&P 500 R6 in their Schedule of Assets, totaling $11.4M 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 | HENSEL PHELPS CONSTRUCTION CO. HENSEL PHELPS SALARY RETIREMENT PLAN | GREELEY CO | 3,720 | $645.6M | $10.9M |
| 2 | CITY CREDIT UNION CITY CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 102 | $7.5M | $380K |
| 3 | HENSEL PHELPS CONSTRUCTION CO HENSEL PHELPS HOURLY RETIREMENT PLAN |
GREELEY CO |
| 1,366 |
| $59.8M |
| $157K |
