Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Small Cap Growth Fund Mutual Funds in their Schedule of Assets, totaling $270K 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 | H.E. ROHRER, LLC H. E. ROHRER, LLC PROFIT SHARING 401(K) PLAN | DUNCANNON PA | 954 | $5.3M | $143K |
| 2 | ANGELUS BLOCK COMPANY, INC. ANGELUS BLOCK COMPANY, INC. 401(K) PLAN | SUN VALLEY CA | 194 | $23.4M | $53K |
| 3 | S&D CAR WASH MANAGEMENT LLC QUICK QUACK CAR WASH 401(K) PLAN |
ROCKLIN CA |
| 2,621 |
| $19.9M |
| $43K |
| 4 | GREEN RIVER REGIONAL MENTAL HEALTH/MENTAL RIVER VALLEY AND AFFILIATES 403(B) RETIREMENT SAVINGS PLAN | OWENSBORO KY | 726 | $7.4M | $30K |