Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Invesco Small Cap Equity A " in their Schedule of Assets, totaling $2.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HORN USA INC HORN USA INC 401K PROFIT SHARING PLAN AND TRUST | DALLAS TX | 115 | $12.4M | $717K |
| 2 | OHANA PACIFIC MANAGEMENT CO., INC. OHANA PACIFIC MANAGEMENT COMPANY RETIREMENT PLAN | KANEOHE HI | 586 | $11.5M | $601K |
| 3 | STURDY SAVINGS BANK STURDY SAVINGS BANK 401K RETIREMENT SAVINGS PLAN |
STONE HARBOR NJ |
| 136 |
| $36.7M |
| $482K |
| 4 | STEALTH MONITORING INC. STEALTH MONITORING 401(K) PLAN | ADDISON TX | 455 | $9.0M | $201K |
| 5 | CAHABA MEDICAL CARE FOUNDATION CAHABA MEDICAL CARE FOUNDATION 401K PLAN | CENTREVILLE AL | 559 | $11.8M | $161K |
| 6 | INFRASERVICES GROUP RESOURCES INFRASERVICES GROUP RETIREMENT PLAN | BLUE BELL PA | 597 | $14.7M | $153K |
| 7 | BETHANY RETIREMENT HOME, INC. BETHANY RETIREMENT HOME, INC. TAX DEFERRED ANNUITY PLAN | HORSEHEADS NY | 243 | $4.6M | $132K |
| 8 | E MORTGAGE FUNDING, LLC E MORTGAGE FUNDING, LLC 401(K) PROFIT SHARING PLAN | TROY MI | 226 | $1.9M | $82K |
| 9 | BANNER QUALITY MANAGEMENT INC BANNER QUALITY MANAGEMENT INC. 401K PLAN | FRIENDSWOOD TX | 173 | $7.1M | $57K |
| 10 | SOFTWARE GALAXY SYSTEMS LLC SOFTWARE GALAXY SYSTEMS LLC 401K PROFIT SHARING PLAN & TRUST | PRINCETON NJ | 630 | $3.2M | $47K |
