Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Invesco Small Cap Val Y' in their Schedule of Assets, totaling $7.5M 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 | THE WASHINGTON HOSPITAL THE WASHINGTON HOSPITAL RETIREMENT & SAVINGS PLAN | WASHINGTON PA | 1,554 | $119.8M | $3.0M |
| 2 | KUAKINI HEALTH SYSTEM KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN | HONOLULU HI | 957 | $163.4M | $2.8M |
| 3 | TUALITY HEALTHCARE |
HILLSBORO OR |
| 1,323 |
| $120.4M |
| $1.4M |
| 4 | WETHERILL ASSOCIATES, INC. WETHERILL ASSOCIATES, INC. RETIREMENT AND 401(K) SAVINGS PLAN | MIRAMAR FL | 368 | $27.3M | $302K |
