Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding INVS EQL WT S&P500 A in their Schedule of Assets, totaling $1.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PETERS AUTO SALES, INC. PETER'S AUTO SALES PROFIT SHARING PLAN & TRUST | NASHUA NH | 117 | $11.5M | $986K |
| 2 | ELM ELM LOCATING AND UTILITY SERVICES 401(K) PLAN | PEORIA IL | 1,188 | $14.2M | $26K |
