Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding INVESCO OPP INTL SML MID CO R6 Registered Investment Company in their Schedule of Assets, totaling $17.5M 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 | THE MATHWORKS, INC. THE MATHWORKS 401(K) RETIREMENT PLAN | NATICK MA | 3,799 | $1.8B | $14.8M |
| 2 | MAG DS CORP. MAG DS CORP. 401K PLAN | FAIRFAX VA | 875 | $114.0M | $814K |
| 3 | ROTHSCHILD & CO NORTH AMERICA INC. ROTHSCHILD & CO NORTH AMERICA INC. 401(K) AND PROFIT SHARING PLAN |
NEW YORK NY |
| 420 |
| $155.8M |
| $616K |
| 4 | KEYES MOTORS, INC. KEYES MOTORS, INC. PROFIT SHARING PLAN | WOODLAND HILLS CA | 441 | $84.0M | $593K |
| 5 | GRADIENT FINANCIAL GROUP LLC GRADIENT FINANCIAL GROUP LLC 401(K) PROFIT SHARING PLAN AND TRUST | ARDEN HILLS MN | 312 | $20.5M | $530K |
| 6 | SANDEN INTERNATIONAL USA, INC SANDEN INTERNATIONAL U.S.A., INC. RETIREMENT SAVINGS PLAN | WYLIE TX | 261 | $29.1M | $125K |
