Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Invesco Invesco Small Cap Growth-R6 in their Schedule of Assets, totaling $8.2M 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 | BLUE RIDGE HEALTHCARE SYSTEM BLUE RIDGE HEALTHCARE SYSTEM RETIREMENT SAVINGS PLAN | MORGANTON NC | 2,422 | $113.3M | $1.7M |
| 2 | SWDIC IMAGING CENTER PARTNERSHIP, LLP SOUTHWEST DIAGNOSTIC IMAGING CENTER 401(K) RETIREMENT PLAN | DALLAS TX | 190 | $43.0M | $1.6M |
| 3 | AKRF, INC. |
NEW YORK NY |
| 395 |
| $101.6M |
| $1.2M |
| 4 | FULTON COUNTY HEALTH CENTER FULTON COUNTY HEALTH CENTER TAX DEFERRED ANNUITY PLAN | WAUSEON OH | 906 | $33.6M | $863K |
| 5 | RIVERSIDE REFRESHMENTS, INC. RIVERSIDE REFRESHMENTS, INC. 401(K) PLAN | AUGUSTA GA | 131 | $10.8M | $772K |
| 6 | FULTON COUNTY HEALTH CENTER FULTON COUNTY HEALTH CENTER EMPLOYEES' PENSION PLAN | WAUSEON OH | 538 | $38.3M | $714K |
| 7 | MATERNOHIO CLINICAL ASSOCIATES, LLC MATERNOHIO 401(K) PROFIT SHARING PLAN AND TRUST | COLUMBUS OH | 132 | $63.0M | $701K |
| 8 | PATRIOT COMMUNICATIONS LLC PATRIOT COMMUNICATIONS - US INTERNATIONAL MEDIA RETIREMENT PLAN | LOS ANGELES CA | 103 | $12.6M | $122K |
| 9 | USIM US INTERNATIONAL MEDIA 401(K) PLAN | LOS ANGELES CA | 102 | $14.1M | $108K |
| 10 | GRAHAM-OURISMAN AUTOMOTIVE LLC GRAHAM-OURISMAN AUTOMOTIVE 401K PLAN | ROCKVILLE MD | 790 | $18.9M | $92K |
