Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Invesco Invesco Equally-Weighted S&P 500 Y in their Schedule of Assets, totaling $11K 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 | HOLWELL SHUSTER & GOLDBERG, LLP HSG RETIREMENT PLAN | NEW YORK NY | 112 | $28.5M | $11K |
