Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Invesco S&P 500 Equal Weight in their Schedule of Assets, totaling $19.1M 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 | SECURA INSURANCE, A MUTUAL COMPANY SECURA EMPLOYEES' PENSION PLAN | NEENAH WI | 139 | $90.6M | $15.6M |
| 2 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 2,507 | $1.1B | $1.3M |
| 3 | INDUSTRIAL SUPPLY SOLUTIONS INC. |
SALISBURY NC |
| 121 |
| $9.2M |
| $1.1M |
| 4 | BOARD OF TRUSTEES, HEAT AND FROST INSULATORS AND HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL 36 HEALTH TRUST | TUALATIN OR | 275 | $19.1M | $483K |
| 5 | LIBERTY STEEL PRODUCTS, INC. LIBERTY STEEL PRODUCTS, INC. DEFINED BENEFIT PLAN | NORTH JACKSON OH | 78 | $6.4M | $416K |
| 6 | BOARD OF TRUSTEES LOCAL 318 HEALTH & WELFARE TRUST FUND USW LOCAL 318 HEALTH & WELFARE TRUST FUND | BARNEGAT NJ | 237 | $757K | $137K |
| 7 | FIRST UROLOGY P.S.C. FIRST UROLOGY P.S.C. 401K PROFIT SHARING PLAN | JEFFERSONVILLE IN | 332 | $63.5M | $76K |
| 8 | UPS PILOTS MUTUAL AID PLAN MUTUAL AID PLAN FOR UPS PILOTS | LOUISVILLE KY | 3,138 | $10.6M | $51K |
