Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Main Street Small Cap in their Schedule of Assets, totaling $1.1M 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 | CENTER FOR PRIMARY CARE, P.C. CENTER FOR PRIMARY CARE, P.C. 401(K) PLAN | MARTINEZ GA | 313 | $79.1M | $1.0M |
| 2 | BOARD OF TRUSTEES NYSA-PPGU MONEY PURCHASE PENSION FUND & PLAN | BAYONNE NJ | 332 | $38.4M | $71K |
| 3 | DELTA DIVERSIFIED ENTERPRISES, INC DELTA DIVERSIFIED ENTERPRISES, INC. PROFIT-SHARING PLAN AND TRUST |
TEMPE AZ |
| 307 |
| $22.0M |
| $26K |
| 4 | OMNI FIBER, LLC OMNI FIBER, LLC 401(K) PLAN | MASON OH | 202 | $1.7M | $17K |