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 R5 Class " in their Schedule of Assets, totaling $20.1M 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 | COMMERCE BANCSHARES, INC. COMMERCE BANCSHARES, INC. PARTICIPATING INVESTMENT PLAN | ST. LOUIS MO | 4,874 | $1.1B | $19.3M |
| 2 | COOK'S PEST CONTROL, INC. COOK'S PEST CONTROL, INC. EMPLOYEE CAPITAL ACCUMULATION PLAN | DECATUR AL | 1,728 | $77.6M | $414K |
| 3 | SMARTSTREAM TECHNOLOGIES, INC. |
STATEN ISLAND NY |
| 61 |
| $15.7M |
| $388K |
| 4 | IMD FLUID SYSTEM TECHNOLOGIES, INC. IMD FLUID SYSTEM TECHNOLOGIES, INC. 401(K) PLAN | FREMONT CA | 91 | $16.9M | $46K |