Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invs Eqv Em Allcp A Mutual Fund in their Schedule of Assets, totaling $998K 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 | NN, INC. NN, INC. 401(K) PROFIT SHARING PLAN | CHARLOTTE NC | 989 | $127.0M | $784K |
| 2 | NORTHEAST COMMUNITY BANK NORTHEAST COMMUNITY BANK EMPLOYEES' SAVINGS & PROFIT SHARING PLAN AND TRUST | WHITE PLAINS NY | 144 | $19.1M | $200K |
| 3 | JOHN COCKERILL NORTH AMERICA, INC. JOHN COCKERILL NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN |
SALEM OH |
| 104 |
| $18.5M |
| $14K |
