Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding INVS EQLWT S&P500 R6 Mutual Fund in their Schedule of Assets, totaling $6.3M 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 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 15,659 | $288.3M | $4.0M |
| 2 | ERIN ROJAS VETCOR 401(K) PLAN | NORWELL MA | 8,200 | $156.6M | $2.3M |
| 3 | STACCATO 2011, LLC STACCATO 2011 401(K) PLAN | FLORENCE TX | 294 |
| $5.4M |
| $59K |
