Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Invesco S&P 500 Equal Weight ETF in their Schedule of Assets, totaling $116.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BOARD OF TRUSTEES METRO ILA PENSION FUND METRO ILA PENSION FUND | RUTHERFORD NJ | 1,032 | $366.4M | $53.0M |
| 2 | BOARD OF TRUSTEES OF STEAMFITTERS LU 420 PENSION PLAN STEAMFITTERS LOCAL UNION NO. 420 PENSION PLAN | PHILADELPHIA PA | 2,425 | $644.1M | $45.4M |
| 3 | METRO - ILA FRINGE BENEFIT FUND |
RUTHERFORD NJ |
| 1,012 |
| $81.6M |
| $10.7M |
| 4 | THE BOARD OF TRUSTEES OF TRANSIT EMPLOYEES' RETIREE HEALTH PLAN TRANSIT EMPLOYEES' RETIREE HEALTH FUND | FORESTVILLE MD | 7,637 | $37.4M | $2.7M |
| 5 | MAYNARD NEXSEN PC MAYNARD NEXSEN, PC PENSION PLAN | BIRMINGHAM AL | 128 | $57.0M | $1.1M |
| 6 | SHAKLEE CORPORATION SHAKLEE CORPORATION PENSION PLAN | MIAMI FL | 34 | $13.8M | $679K |
| 7 | BOARD OF TRUSTEES, AGC-IUOE LOCAL 701 HEALTH & WELFARE TRUST FUND AGC - INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 701 HEALTH & WELFARE TRUST FUND | SEATTLE WA | 2,217 | $78.2M | $561K |
| 8 | CRAMER & ASSOCIATES, INC. CRAMER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | GRIMES IA | 110 | $32.0M | $526K |
| 9 | CENTREX DISTRIBUTORS, LLC CENTREX DISTRIBUTORS, INC. UNION EMPLOYEES' PENSION PLAN | WEST GREENWICH RI | 99 | $7.7M | $512K |
| 10 | LABORERS AGC TRUST OF MONTANA HEALTH & W LABORERS A.G.C. TRUST OF MONTANA | SPOKANE WA | 720 | $19.6M | $379K |
