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 R Pooled separate account in their Schedule of Assets, totaling $65K 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 | TOLOWA DEE-NI' NATION TOLOWA DEE-NI' NATION 401(K) PLAN | SMITH RIVER CA | 289 | $10.2M | $46K |
| 2 | TAPIA BROTHERS TAPIA BROTHERS 401K | MAYWOOD CA | 322 | $4.9M | $8K |
| 3 | ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. ASSOCIATED CONSTRUCTION AND ENGINEERING, INC. 401(K) PROFIT SHARING PLAN |
TEMECULA CA |
| 208 |
| $6.0M |
| $6K |
| 4 | THAYER INVESTMENTS, LLC THAYER INVESTMENTS, LLC COLLECTIVELY BARGAINED 401(K) SAVINGS PLAN | PATASKALA OH | 269 | $1.4M | $6K |