Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Main Street Mid Cap Fund Mutual fund in their Schedule of Assets, totaling $11.3M 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 | MEDISYS HEALTH NETWORK, INC. MEDISYS HEALTH NETWORK, INC. 403(B) PLAN | JAMAICA NY | 6,347 | $386.7M | $10.4M |
| 2 | CARECENTRIX, INC. CARECENTRIX, INC. RETIREMENT SAVINGS PLAN | HARTFORD CT | 1,732 | $112.2M | $633K |
| 3 | EASTMAN MUSIC COMPANY EASTMAN MUSIC COMPANY 401(K) PROFIT SHARING PLAN & TRUST |
POMONA CA |
| 211 |
| $10.0M |
| $243K |
| 4 | BOARD OF TRUSTEES OF LOCAL 40 ANNUITY FUND INTERNATIONAL ASSOCIATION OF HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL NO. 40 ANNUITY FUND | TAMPA FL | 110 | $11.5M | $20K |
| 5 | SCREENBEAM INC. SCREENBEAM INC. 401(K) SAVINGS PLAN | SAN JOSE CA | 62 | $26.2M | $8K |
