Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Invesco International Small-Mid Company Fund Class Y in their Schedule of Assets, totaling $921K 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 | SAFRAN PASSENGER INNOVATIONS LLC SAFRAN PASSENGER INNOVATIONS LLC. 401K PLAN AND TRUST | BREA CA | 556 | $74.0M | $479K |
| 2 | PUBLIC MEDIA DISTRIBUTION LLC PUBLIC MEDIA DISTRIBUTION LLC 401(K) PROFIT SHARING PLAN & TRUST | ARLINGTON VA | 116 | $29.4M | $360K |
| 3 | UNITED ZION RETIREMENT COMMUNITY |
LITITZ PA |
| 135 |
| $3.3M |
| $43K |
| 4 | AMTECH SYSTEMS, INC. AMTECH SYSTEMS, INC. 401(K) PLAN | TEMPE AZ | 149 | $30.0M | $39K |
