Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Invesco Invesco Equally-Wtd S&P 500 A in their Schedule of Assets, totaling $619K 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 | PEQUOT TOOL & MFG. PEQUOT TOOL & MFG., INC. EMPLOYEES SAVINGS TRUST | PEQUOT LAKES MN | 238 | $23.6M | $619K |
