Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Sm Cap Growth R6 Fund in their Schedule of Assets, totaling $6.0M 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 | FRED A. MORETON & COMPANY MORETON COMPANIES PROFIT SHARING PLAN | SALT LAKE CITY UT | 230 | $66.5M | $2.0M |
| 2 | WAYNE MEMORIAL HOSPITAL, INC. WAYNE UNC 403(B) PLAN | GOLDSBORO NC | 1,733 | $84.9M | $1.6M |
| 3 | WAYNE MEMORIAL HOSPITAL, INC. WAYNE UNC 401(A) PLAN |
GOLDSBORO NC |
| 1,586 |
| $47.4M |
| $1.5M |
| 4 | NATIONS RELIABEL LENDING, LLC NATIONAL RELIABLE LENDING LLC 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 524 | $10.2M | $576K |
| 5 | NATIONAL EQUITY FUND INC. NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN | CHICAGO IL | 209 | $91.6M | $335K |
