Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Invesco Small Cap Growth Fund Mutual fund þ in their Schedule of Assets, totaling $17.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROLLS-ROYCE CORPORATION ROLLS-ROYCE CORPORATION PERSONAL SAVINGS PLAN FOR HOURLY-RATE EMPLOYEES | RESTON VA | 836 | $239.2M | $9.3M |
| 2 | DRISCOLL CHILDREN'S HEALTH THE DRISCOLL CHILDREN'S HEALTH 403(B) RETIREMENT PLAN | CORPUS CHRISTI TX | 4,302 | $249.4M | $3.5M |
| 3 | DRISCOLL CHILDREN'S HEALTH |
CORPUS CHRISTI TX |
| 3,644 |
| $266.9M |
| $1.5M |
| 4 | THE WALTON ELECTRIC MEMBERSHIP CORPORATION THE WALTON ELECTRIC MEMBERSHIP CORPORATION 401 K PLAN | MONROE GA | 270 | $66.5M | $1.4M |
| 5 | INTERNAP HOLDING LLC HORIZON IQ 401(K) SAVINGS PLAN | NORCROSS GA | 71 | $34.8M | $905K |
| 6 | DIVERSE POWER INCORPORATED, AN ELECTRIC MEMBERSHIP CORPORATION DIVERSE POWER 401K PLAN | LAGRANGE GA | 139 | $35.6M | $830K |
| 7 | CHARLIE'S MOTOR MALL, INC. CHARLIE'S MOTOR MALL, INC. 401(K) RETIREMENT SAVINGS PLAN | AUGUSTA ME | 222 | $20.8M | $219K |
| 8 | CANVAS HEALTH INC CANVAS HEALTH INC 401K RETIREMENT PLAN | OAKDALE MN | 331 | $17.8M | $108K |
| 9 | CENTURY CAMPUS HOUSING MANAGEMENT, L. P. CAMPUS LIVING VILLAGES 401(K) PLAN | HOUSTON TX | 93 | $7.8M | $48K |
| 10 | JBP, LLC DBA SILVER STATE INTERNATIONAL TRUCKS SILVER STATE INTERNATIONAL TRUCKS 401(K) PROFIT SHARING PLAN | SPARKS NV | 144 | $13.1M | $17K |
