Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Invesco S&P 500 Equal Weight ETF in their Schedule of Assets, totaling $5.0M 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 | ARMED FORCES BENEFIT ASSOCIATION ARMED FORCES BENEFIT ASSOCIATION EMPLOYEE PENSION PLAN | ALEXANDRIA VA | 176 | $68.4M | $4.1M |
| 2 | DANCO ANODIZING, INC. DANCO ANODIZING, INC. PROFIT SHARING PLAN | ARCADIA CA | 115 | $13.1M | $651K |
| 3 | AMERICAN REFINING GROUP, INC. |
PITTSBURGH PA |
| 302 |
| $52.9M |
| $250K |
