Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Invesco Invesco Small Cap Value Fund Class R6 in their Schedule of Assets, totaling $2.3M 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 | GREEN HASSON & JANKS LLP GHJ 401(K) RETIREMENT PLAN | LOS ANGELES CA | 234 | $47.2M | $833K |
| 2 | FNS, INC. FNS, INC. 401(K) PLAN | TORRANCE CA | 572 | $23.7M | $366K |
| 3 | STREAM COMPANIES, LLC STREAM COMPANIES 401(K) PROFIT SHARING PLAN |
| 575 |
| $19.8M |
| $294K |
| 4 | BLUE-WHITE INDUSTRIES LTD BLUE-WHITE INDUSTRIES RETIREMENT SAVINGS PLAN | HUNTINGTON BEACH CA | 153 | $13.8M | $224K |
| 5 | SPECIALTY SYSTEMS INC. SPECIALTY SYSTEMS 401(K) PLAN | TOMS RIVER NJ | 230 | $21.4M | $158K |
| 6 | TRAMONTINA USA, INC. TRAMONTINA USA, INC. RETIREMENT SAVINGS PLAN | SUGAR LAND TX | 220 | $14.2M | $146K |
| 7 | PROFESSIONAL SERVICES GROUP, INC. PSG/CIP 401(K) RETIREMENT PLAN | KENOSHA WI | 402 | $17.1M | $144K |
| 8 | LOGICGATE, INC. LOGICGATE, INC. 401(K) PLAN | CHICAGO IL | 206 | $18.1M | $108K |
| 9 | ITERATIVE SCOPES, INC. DBA ITERATIVE HEALTH ITERATIVE HEALTH 401(K) PLAN | CAMBRIDGE MA | 104 | $5.4M | $42K |
| 10 | CHEMBIO DIAGNOSTIC SYSTEMS, INC. CHEMBIO DIAGNOSTIC SYSTEMS, INC. 401(K) PLAN | MEDFORD NY | 151 | $8.7M | $30K |
