Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Invesco Small-Cap Growth A in their Schedule of Assets, totaling $26.5M 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 | PRESBYTERIAN HEALTHCARE SERVICES PRESBYTERIAN HEALTHCARE SERVICES 403(B) PLAN | ALBUQUERQUE NM | 12,160 | $967.8M | $12.3M |
| 2 | PRESBYTERIAN HEALTHCARE SERVICES PRESBYTERIAN HEALTHCARE SERVICES 401(A) PLAN | ALBUQUERQUE NM | 12,159 | $531.3M | $6.1M |
| 3 | PRESBYTERIAN HEALTH PLAN, INC. |
ALBUQUERQUE NM |
| 1,998 |
| $177.9M |
| $2.5M |
| 4 | YARK AUTOMOTIVE GROUP YARK AUTOMOTIVE GROUP 401(K) AND PROFIT SHARING PLAN | TOLEDO OH | 446 | $46.7M | $1.8M |
| 5 | WELCH BROS., INC. WELCH BROS., INC. PROFIT SHARING PLAN | ELGIN IL | 205 | $55.5M | $964K |
| 6 | BOSTON PARTNERS GLOBAL INVESTORS, INC. BOSTON PARTNERS RETIREMENT SAVINGS PLAN | BOSTON MA | 187 | $144.3M | $802K |
| 7 | BRADFORD & BARTHEL, LLP BRADFORD & BARTHEL 401(K) PROFIT SHARING PLAN AND TRUST | SACRAMENTO CA | 226 | $35.6M | $688K |
| 8 | ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC ATLANTA WOMEN'S HEALTHCARE SPECIALISTS, LLC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 112 | $37.6M | $640K |
| 9 | STURDY SAVINGS BANK STURDY SAVINGS BANK 401K RETIREMENT SAVINGS PLAN | STONE HARBOR NJ | 136 | $36.7M | $549K |
| 10 | WALLACE IMPORTS OF BRISTOL, INC. WALLACE AUTOMOTIVE EMPLOYEE SAVINGS & PROTECTION PLAN | KINGSPORT TN | 227 | $6.8M | $92K |
