Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Main St Mid Cap Y in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NES GLOBAL, LLC NES GLOBAL, LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 2,310 | $47.5M | $1.9M |
| 2 | ASTOR CHOCOLATE CORP. ASTOR CHOCOLATE CORP. 401(K) PLAN | LAKEWOOD NJ | 149 | $11.7M | $230K |
| 3 | MARSHALL BROWNING HOSPITAL ASSOCIATION MARSHALL BROWNING HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY PLAN |
DU QUOIN IL |
| 310 |
| $16.6M |
| $145K |
| 4 | APCO GRAPHICS, INC. APCO GRAPHICS, INC. 401(K) PLAN | ATLANTA GA | 101 | $13.7M | $39K |
