Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding Invesco S&P 500 Index A in their Schedule of Assets, totaling $39.5M 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 | TRYSTAR, LLC TRYSTAR, LLC 401K PLAN | FARIBAULT MN | 566 | $19.8M | $3.9M |
| 2 | R.C. HEDREEN COMPANY R.C. HEDREEN COMPANY RETIREMENT SAVINGS PLAN | SEATTLE WA | 1,015 | $47.4M | $3.1M |
| 3 | AES DRILLING FLUIDS, LLC AES DRILLING FLUIDS 401(K) PLAN |
HOUSTON TX |
| 462 |
| $28.4M |
| $2.3M |
| 4 | MARON MARVEL BRADLEY ANDERSON & TARDY LLC MARON MARVEL BRADLEY ANDERSON & TARDY LLC 401(K) PROFIT SHARING PLAN | WILMINGTON DE | 190 | $34.2M | $2.3M |
| 5 | D 3 LLC D 3 LLC 401(K) PROFIT SHARING PLAN AND TRUST | MELVILLE NY | 200 | $7.0M | $2.2M |
| 6 | SONIC SYSTEMS INTERNATIONAL, INC SONIC SYSTEMS INTERNATIONAL, INC. 401(K) P/S PLAN | WILMINGTON NC | 800 | $16.1M | $1.8M |
| 7 | READY TECH - GO, INC. RTG MEDICAL 401(K) PLAN | FREMONT NE | 840 | $23.7M | $1.6M |
| 8 | MICROLINE SURGICAL, INC. MICROLINE SURGICAL INC 401(K) PLAN | BEVERLY MA | 136 | $15.8M | $1.6M |
| 9 | CORTEC PRECISION SHEETMETAL CORTEC PRECISION SHEETMETAL INC. 401(K) PLAN | SAN JOSE CA | 391 | $8.6M | $1.4M |
| 10 | GROUP ROSSIGNOL USA, INC. GROUP ROSSIGNOL USA, INC. 401(K) PLAN | PARK CITY UT | 90 | $10.0M | $1.2M |
