Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Invesco Invesco International Small-Mid Company Fund Class R6 in their Schedule of Assets, totaling $4.8M 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 | PIH HEALTH, INC PIH HEALTH, INC. 403(B) PLAN | WHITTIER CA | 7,342 | $423.3M | $4.4M |
| 2 | PIH HEALTH PIH HEALTH, INC. 401(A) PLAN | WHITTER CA | 7,079 | $193.6M | $126K |
| 3 | PIH HEALTH GOOD SAMARITAN HOSPITAL THE GOOD SAMARITAN HOSPITAL 401(K) RETIREMENT SAVINGS PLAN |
LOS ANGELES CA |
| 1,228 |
| $234.7M |
| $111K |
| 4 | CHAMPION CHEVROLET CHAMPION CHEVROLET 401(K) SALARY SAVINGS PLAN | RENO NV | 108 | $10.7M | $94K |
| 5 | CRUSADERS CENTRAL CLINIC ASSOCIATION D/B/A CRUSADER COMMUNITY HEALTH CRUSADER COMMUNITY HEALTH RETIREMENT PLAN | ROCKFORD IL | 398 | $26.3M | $86K |
| 6 | BEYEL BROTHERS, INC. 401(K) PLAN BEYEL BROTHERS, INC. 401(K) PLAN | COCOA FL | 427 | $9.6M | $10K |
| 7 | COMMUNITY YOUTH SERVICES COMMUNITY YOUTH SERVICES 403(B) RETIREMENT PLAN | OLYMPIA WA | 157 | $6.3M | $3K |
