Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Invesco Small Cap Growth Mutual Fund in their Schedule of Assets, totaling $390K 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 | INDEPENDENT OPTIONS, INC. INDEPENDENT OPTIONS, INC. PROFIT SHARING 401(K) PLAN | CORONA CA | 366 | $8.0M | $231K |
| 2 | CAPE RETIREMENT COMMUNITY, INC. CHATEAU GIRARDEAU EMPLOYEES' RETIREMENT PLAN | CPE GIRARDEAU MO | 74 | $2.8M | $122K |
| 3 | CAPITOL CHEVROLET & CADILLAC, INC. |
SALEM OR |
| 364 |
| $19.3M |
| $23K |
| 4 | SHELLBACK HOLDINGS, LLC SHELLBACK HOLDINGS, LLC 401(K) PLAN | COOPERSBURG PA | 93 | $8.6M | $12K |
| 5 | FARMERS EDGE INC. FARMERS EDGE INC. 401(K) PLAN | GRIMES IA | 33 | $3.3M | $3K |
