Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Invesco Main Street Mid Cap R6 Fund in their Schedule of Assets, totaling $3.6M 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 | ORION ADVISOR SOLUTIONS, INC. ORION ADVISOR SOLUTIONS, INC. 401(K) PLAN | OMAHA NE | 1,361 | $146.6M | $3.3M |
| 2 | FORWARD SLOPE INCORPORATED FSI 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 141 | $15.6M | $236K |
