Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Oppenheimer International Small-Mid Company Fund in their Schedule of Assets, totaling $1.3M 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 | RADNET, INC. RADNET 401(K) PLAN | LOS ANGELES CA | 9,787 | $436.6M | $1.1M |
| 2 | GROENDYKE TRANSPORT INC GROENDYKE TRANSPORT INC 401(K) PLAN | ENID OK | 1,216 | $62.5M | $188K |
| 3 | FOXROCK RANCH HOLDING COMPANY, LLC 401(K) PLAN FOR FOXROCK RANCH, LLC |
HOUSTON TX |
| 228 |
| $7.3M |
| $22K |
| 4 | 20/20 PLUMBING & HEATING, INC. 20/20 PLUMBING & HEATING, INC. 401(K) PLAN | RIVERSIDE CA | 578 | $19.1M | $5K |