Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 21 Fidelity Management Trust Company Invesco SmallCap Value in their Schedule of Assets, totaling $82K 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 | WALTON SIGNAGE, LTD. WSIM 401K RETIREMENT PLAN | SAN ANTONIO TX | 157 | $9.3M | $82K |
