Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Small Cap Growth Fund; Class R6 in their Schedule of Assets, totaling $2.5M 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 | WHEELER TRIGG O'DONNELL LLP WHEELER TRIGG O'DONNELL LLP 401(K) PROFIT-SHARING PLAN | DENVER CO | 233 | $89.6M | $1.3M |
| 2 | VECELLIO GROUP, INC. VECELLIO GROUP, INC. RETIREMENT SAVINGS PLAN | WEST PALM BEACH FL | 1,171 | $93.9M | $1.1M |