Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding INVESCO INVESCO SMCAP GRTH R6 MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $406K 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 | BROADWAY SERVICES INC. BROADWAY SERVICES INC. RETIREMENT PLAN | NEW ORLEANS LA | 137 | $4.2M | $130K |
| 2 | GRAHAM-OURISMAN AUTOMOTIVE LLC GRAHAM-OURISMAN AUTOMOTIVE 401K PLAN | ROCKVILLE MD | 790 | $18.9M | $92K |
| 3 | HOUSE OF DESIGN LLC HOUSE OF DESIGN LLC 401(K) PROFIT SHARING PLAN |
NAMPA ID |
| 0 |
| $3.0M |
| $80K |
| 4 | EISENHOWER MEDICAL ASSOCIATES INC. EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN | RANCHO MIRAGE CA | 313 | $121.3M | $76K |
| 5 | STANDLEE GROUP LLC STANDLEE GROUP LLC 401K PLAN | KIMBERLY ID | 344 | $3.5M | $15K |
| 6 | BROOKE GROVE FOUNDATION INC. BROOKE GROVE FOUNDATION RETIREMENT INCOME PLAN | SANDY SPRING MD | 423 | $13.4M | $6K |
| 7 | FRESCA HOLDING COMPANY LLC FRESCA FOODS 401K PLAN | LOUISVILLE CO | 396 | $7.4M | $4K |
| 8 | FAIRFAX MEDICAL FACILITIES INC. FAIRFAX MEDICAL 403(B) PLAN | FAIRFAX OK | 78 | $2.7M | $2K |
