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 Value A in their Schedule of Assets, totaling $5.1M 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 | BETHUNE-COOKMAN UNIVERSITY BETHUNE-COOKMAN UNIVERSITY RETIREMENT PLAN | DAYTONA BEACH FL | 830 | $45.5M | $1.7M |
| 2 | COX & COMPANY, INC. COX & COMPANY, INC. 401(K) SAVINGS PLAN | PLAINVIEW NY | 228 | $36.6M | $1.5M |
| 3 | SHOPRITE SUPERMARKETS, INC. SHOPRITE SUPERMARKETS, INC. 401(K) PLAN |
FLORIDA NY |
| 511 |
| $74.9M |
| $1.3M |
| 4 | WOM SOUTH INVESTORS, INC. WOM SOUTH INVESTORS 401(K) PLAN | CHARLOTTE NC | 101 | $8.1M | $590K |
