Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco S&P 500 Index Y in their Schedule of Assets, totaling $3.7M 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 | MERIDIAN CAPITAL GROUP, LLC MERIDIAN CAPITAL GROUP, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 263 | $19.9M | $2.8M |
| 2 | CHAPPAQUA TRANSPORTATION, INC. CHAPPAQUA TRANSPORTATION, INC. PROFIT SHARING PLAN | CHAPPAQUA NY | 122 | $4.2M | $827K |
| 3 | GUN LAKE TRIBAL GAMING AUTHORITY |
WAYLAND MI |
| 908 |
| $24.6M |
| $105K |
