Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Invesco Small Cap Growth Pooled separate accounts in their Schedule of Assets, totaling $1.4M 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 | CROWES MANAGEMENT COMPANY CROWE'S MANAGEMENT COMPANY 401(K) RETIREMENT SAVINGS PLAN | LEESBURG GA | 496 | $25.7M | $738K |
| 2 | PC SPECIALISTS, INC. TECHNOLOGY INTEGRATION GROUP 401(K) PLAN | SAN DIEGO CA | 0 | $0 | $329K |
| 3 | CLAREMONT SAVINGS BANK CLAREMONT SAVINGS BANK 401(K) PROFIT SHARING PLAN & TRUST |
CLAREMONT NH |
| 83 |
| $17.1M |
| $102K |
| 4 | AKS INDUSTRIES, INC. AKS INDUSTRIES 401(K) RETIREMENT PLAN & TRUST | KIRKLAND WA | 350 | $15.0M | $102K |
| 5 | FLEXICON CORPORATION FLEXICON CORPORATION 401(K) PLAN | BETHLEHEM PA | 198 | $20.7M | $70K |
| 6 | AMMONOOSUC COMMUNITY HEALTH SERVICES, INC. AMMONOOSUC COMMUNITY HEALTH SERVICES 403(B) PLAN | LITTLETON NH | 99 | $7.6M | $18K |
| 7 | VISION POINT SYSTEMS, INC. VISION POINT SYSTEMS RETIREMENT PLAN | FAIRFAX VA | 152 | $12.3M | $14K |
| 8 | ASPEN PRODUCTS, INC. ASPEN PRODUCTS, INC. 401(K) PLAN | KANSAS CITY MO | 557 | $21.4M | $6K |
| 9 | MEDICI TECHNOLOGIES, LLC MHBD 401(K) RETIREMENT PLAN | AUSTIN TX | 187 | $6.6M | $1K |
| 10 | PATRICKS MOTOR MART, INC. PATRICKS MOTOR MART, INC. 401(K)/PROFIT SHARING PLAN | AUBURN MA | 136 | $3.1M | $1K |
