Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 39 U.S. retirement plans report holding Invesco Small-cap growth fund in their Schedule of Assets, totaling $19.4M 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 | MITSUBISHI HEAVY INDUSTRIES AMERICAS INC. MITSUBISHI HEAVY INDUSTRIES AMERICAS INC. SHARED SERVICES PLAN | HOUSTON TX | 2,817 | $460.4M | $8.2M |
| 2 | CHARTER MANUFACTURING COMPANY, INC. CHARTER MANUFACTURING COMPANY, INC. PROFIT SHARING & RETIREMENT PLAN | MEQUON WI | 2,332 | $503.3M | $3.9M |
| 3 | MOTLEY RICE LLC |
MT. PLEASANT SC |
| 340 |
| $118.8M |
| $2.2M |
| 4 | VISION SERVICE PLAN VISION SERVICE PLAN VEBA WELFARE BENEFIT PLAN | RANCHO CORDOVA CA | 666 | $80.4M | $1.4M |
| 5 | CONCRETE SUPPLY COMPANY, LLC CONCRETE SUPPLY COMPANY SAVINGS PLAN | CHARLOTTE NC | 1,206 | $65.1M | $576K |
| 6 | BLACKHAWK INDUSTRIAL DISTRIBUTION, INC. BLACKHAWK INDUSTRIAL DISTRIBUTION, INC. 401(K) PLAN | TULSA OK | 1,004 | $68.4M | $354K |
| 7 | CROWE & DUNLEVY, A PROFESSIONAL CORPORATION CROWE & DUNLEVY, A PROFESSIONAL CORPORATION, PROFIT SHARING AND THRIFT PLAN | OKLAHOMA CITY OK | 181 | $188.2M | $344K |
| 8 | HANNON ARMSTRONG CAPITAL LLC HANNON ARMSTRONG CAPITAL LLC 401K PLAN | ANNAPOLIS MD | 158 | $34.5M | $336K |
| 9 | CARLISLE LLC CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN | MEMPHIS TN | 2,424 | $13.6M | $247K |
| 10 | GREENWICH AEROGROUP, INC. GREENWICH AEROGROUP, INC. RETIREMENT SAVINGS PLAN | GREENWICH CT | 681 | $55.4M | $200K |
