Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Investco Investco Equally-Weighted S&P 500 in their Schedule of Assets, totaling $14K 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 | W.T. WALKER GROUP, INC. W. T. WALKER GROUP, INC. 401(K) PERSONAL SAVINGS PLAN | MILWAUKEE WI | 341 | $52.5M | $14K |
