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 Fund Y in their Schedule of Assets, totaling $4.8M 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 | ALLEN & OVERY LLP ALLEN & OVERY 401(K) PROFIT SHARING PLAN | NEW YORK NY | 382 | $111.0M | $3.5M |
| 2 | ALLEN & OVERY, LLP ALLEN & OVERY ASSOCIATES 401(K) PLAN | NEW YORK NY | 297 | $45.2M | $1.2M |
