Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Funds Group, Inc. Small Cap Value R6 Fund in their Schedule of Assets, totaling $2.7M 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 | THE CORKEN STEEL PRODUCTS COMPANY THE CORKEN STEEL PRODUCTS COMPANY 401(K) AND PROFIT SHARING PLAN | FLORENCE KY | 329 | $31.9M | $1.6M |
| 2 | OCCUNET, LLC OCCUNET, LLC 401(K) PLAN | AMARILLO TX | 202 | $15.1M | $841K |
| 3 | CRESCENT ELECTRIC SUPPLY COMPANY CRESCENT ELECTRIC SUPPLY COMPANY 401(K) PLAN |
EAST DUBUQUE IL |
| 1,836 |
| $172.7M |
| $199K |