Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Small Cap Growth Fund R5 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 | THE SWATCH GROUP (U.S.) INC. THE SWATCH GROUP (U.S.) INC. 401(K) PLAN | MIAMI FL | 962 | $74.7M | $1.8M |
| 2 | DURAVENT, INC. DURAVENT GROUP RETIREMENT SAVINGS AND INVESTMENT PLAN | DETROIT MI | 871 | $48.7M | $600K |
| 3 | BOUNDARY REGIONAL COMMUNITY HEALTH CENTER, INC. |
SANDPOINT ID |
| 183 |
| $5.1M |
| $30K |