Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding INVESCO SMALL CAP EQUITY R6 in their Schedule of Assets, totaling $160K 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 | UNITED SURETY & INDEMNITY CO. UNITED SURETY & INDEMNITY CO. CODA PROFIT SHARING PLAN | SAN JUAN PR | 115 | $8.4M | $129K |
| 2 | TR SPA INC TR SPA INC 401K PLAN | TOMS RIVER NJ | 238 | $2.7M | $28K |
| 3 | INSIGHTEC INC INSIGHTEC INC 401(K) PROFIT SHARING PLAN & TRUST |
DALLAS TX |
| 141 |
| $12.3M |
| $3K |