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 Y Mutual Fund - in their Schedule of Assets, totaling $673K 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 | IMPRIVATA, INC. IMPRIVATA, INC. 401(K) PLAN | WALTHAM MA | 799 | $118.8M | $668K |
| 2 | OZARK TRUCKING INC. OZARK TRUCKING, INC. 401(K) PLAN & TRUST | MCCLELLAN CA | 95 | $18.9M | $5K |