Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Small Cap Growth Fund A Mutual fund in their Schedule of Assets, totaling $1.6M 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 | EXB SOLUTIONS, INC. EXB SOLUTIONS INC 401(K) PROFIT SHARING PLAN | PLYMOUTH MN | 187 | $16.9M | $1.0M |
| 2 | STEWARD MACHINE CO., INC. STEWARD MACHINE CO., INC. PROFIT SHARING PLAN | BIRMINGHAM AL | 134 | $11.6M | $396K |
| 3 | REGIONAL AMBULANCE SERVICES, INC. REGIONAL AMBULANCE SERVICES, INC. 401(K) PLAN |
RENO NV |
| 485 |
| $20.2M |
| $211K |