Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Invesco Small Cap Growth R6 Mutual fund in their Schedule of Assets, totaling $5.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | INDUSTRIAL MANUFACTURING COMPANY, LLC IMC COMPANIES 401(K) & INVESTMENT PLAN | BRECKSVILLE OH | 1,134 | $159.1M | $2.9M |
| 2 | BOARD OF TRUSTEES, STEAMFITTERS LOCAL #449 RETIREMENT SECURITY FUND STEAMFITTERS LOCAL 449 RETIREMENT SECURITY FUND | HARMONY PA | 3,462 | $402.4M | $2.5M |
| 3 | TRINITY METAL PRODUCTS LLC |
OFALLON MO |
| 247 |
| $13.2M |
| $187K |
| 4 | CHANEY MATERIALS, LLC CHANEY ENTERPRISES COMPANIES 401(K) PROFIT SHARING PLAN | ANNAPOLIS MD | 630 | $70.1M | $156K |
| 5 | SEABREEZE MANAGEMENT COMPANY, INC. SEABREEZE RETIREMENT SAVINGS PLAN | ALISO VIEJO CA | 677 | $10.7M | $26K |
| 6 | DENTAL ASSOCIATES OF ST PAUL P.A. DENTAL DELIVERY SYSTEMS 401(K) PLAN | ST. PAUL MN | 135 | $2.8M | $25K |
| 7 | BLUE OCEAN REALTY, LLC BLUE OCEAN REALTY, LLC RETIREMENT PLAN | REISTERSTOWN MD | 56 | $2.3M | $24K |
| 8 | CAMELOT COMMUNITY CARE, INC. CAMELOT COMMUNITY CARE, INC. RETIREMENT PLAN | CLEARWATER FL | 1,069 | $10.8M | $23K |
| 9 | BOREALIS COMPOUNDS, INC. BOREALIS COMPOUNDS, INC. SAVINGS PLAN | PORT MURRAY NJ | 239 | $30.7M | $18K |
| 10 | HILL FAMILY GROUP, INC HILL FAMILY GROUP RETIREMENT PLAN | FORT WORTH TX | 31 | $24.7M | $12K |
