Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Invesco Equally-Weighted S&P 500 in their Schedule of Assets, totaling $1.8M 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 | DIME BANK THE RETIREMENT PLAN OF DIME BANK | NORWICH CT | 65 | $48.3M | $955K |
| 2 | UROPARTNERS, LLC UROPARTNERS, LLC 401(K) PROFIT SHARING PLAN | WESTCHESTER IL | 0 | $24.2M | $894K |
