Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Invesco Small Cap Value A n/a in their Schedule of Assets, totaling $6.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | APPLIED UNDERWRITERS INC. APPLIED UNDERWRITERS INC. RETIREMENT SAVING PLAN | OMAHA NE | 909 | $94.0M | $5.9M |
| 2 | PRO-MARK, LLC PRO-MARK, LLC 401(K) PROFIT SHARING PLAN | NORTH SALT LAKE CITY UT | 246 | $39.5M | $482K |
