Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Invesco Small Cap Growth Fund Pooled separate account in their Schedule of Assets, totaling $3.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | K.C. NIELSEN LTD K.C. NIELSEN LTD 401K PROFIT SHARING PLAN | HUMBOLDT IA | 224 | $34.0M | $1.6M |
| 2 | CERBERUS CAPITAL MANAGEMENT, L.P. CERBERUS CAPITAL MANAGEMENT, L.P. PROFIT SHARING 401(K) PLAN | NEW YORK NY | 597 | $345.3M | $1.4M |
| 3 | ROCKBRIDGE CAPITAL, LLC ROCKBRIDGE CAPITAL LLC 401K PLAN |
COLUMBUS OH |
| 114 |
| $35.9M |
| $206K |
| 4 | EISENHOWER MEDICAL ASSOCIATES INC. EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN | RANCHO MIRAGE CA | 313 | $121.3M | $76K |
| 5 | SANISURE, LLC SANISURE, LLC 401(K) PROFIT SHARING PLAN | CAMARILLO CA | 261 | $6.0M | $52K |
| 6 | PENNY PLATE, LLC PACKAGING MATTERS, LLC 401(K) PLAN | MOUNT LAUREL NJ | 339 | $6.7M | $37K |
| 7 | CITIZENS BANK CITIZENS BANK SALARY SAVINGS PLAN | ELIZABETHTON TN | 240 | $24.1M | $24K |
| 8 | CHARTER ONE, LLC CHARTER ONE 401(K) PLAN | MESA AZ | 3,141 | $23.2M | $12K |
