Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Invesco Small Cap Growth R6 " in their Schedule of Assets, totaling $11.0M 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 | ASSOCIATES IN NEPHROLOGY, S.C. ASSOCIATES IN NEPHROLOGY, S.C. 401(K) PLAN | CHICAGO IL | 144 | $75.4M | $4.4M |
| 2 | M E GLOBAL INC. M E GLOBAL INC. RETIREMENT AND SAVINGS PLAN | MINNEAPOLIS MN | 372 | $56.6M | $1.2M |
| 3 | OVERLAND WEST, INC. OVERLAND WEST, INC. 401(K) PROFIT SHARING PLAN | OGDEN UT | 245 | $36.6M | $964K |
| 4 | INDUSTRIAL AND COMMERCIAL BANK O INDUSTRIAL AND COMMERCIAL BANK OF CHINA FINANCIAL SERVICES LLC | NEW YORK NY | 87 | $31.0M | $733K |
| 5 | GLOBAL PHYSICIAN NETWORK LLC SARASOTA EMERGENCY ASSOCIATES, PA 401(K) PROFIT SHARING PLAN | SARASOTA FL | 214 | $31.4M | $449K |
| 6 | FULL COMPASS SYSTEMS, LTD. FULL COMPASS SYSTEMS, LTD. 401(K) PLAN | MADISON WI | 189 | $16.1M | $437K |
| 7 | DON LEE DISTRIBUTOR, INC. THE DON LEE AND AFFILIATES 401(K) RETIREMENT PLAN | GRAND RAPIDS MI | 298 | $40.4M | $429K |
| 8 | DURO DYNE NATIONAL CORP. DURO DYNE NATIONAL CORP. 401(K) RETIREMENT PLAN | BAYSHORE NY | 0 | $0 | $334K |
| 9 | COMMUNITY REACH CENTER SYSTEMS, COMMUNITY REACH CENTER SYSTEMS, INC. RETIREMENT PLAN | WESTMINSTER CO | 323 | $22.1M | $266K |
| 10 | PENNY LANE CENTERS PENNY LANE 401(K) RETIREMENT PLAN | NORTH HOLLYWOOD CA | 499 | $21.3M | $214K |
