Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Voya Retirement Insurance and Annuity Company Invesco Small Cap Eqty Fnd R6 (1) in their Schedule of Assets, totaling $14K 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 | HERITAGE OPERATING LLC HERITAGE FAMILY FUNERAL SERVICES 401(K) PLAN | BLOUNTVILLE TN | 360 | $7.7M | $14K |
