Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Registered Investment Companies INVESCO S&P 500 EQUAL WEIGHT in their Schedule of Assets, totaling $13.6M 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 | TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND TEAMSTERS INDUSTRIAL EMPLOYEES WELFARE FUND | ELMWOOD PARK NJ | 1,182 | $45.7M | $7.9M |
| 2 | TRUCKING EMPLOYEES OF NORTH JERSEY WELFARE FUND TRUCKING EMPLOYEES OF NORTH JERSEY WELFARE FUND | ELMWOOD PARK NJ | 517 | $29.8M | $5.7M |
