Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Invesco Invesco Small-Cap Value Fund in their Schedule of Assets, totaling $4.2M 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 | SALAMANDER FARMS, L.L.C. SALAMANDER 401(K) RETIREMENT PLAN | THE PLAINS VA | 1,187 | $41.3M | $1.3M |
| 2 | BEACON RESIDENTIAL MANAGEMENT LIMITED PARTNERSHIP BEACON RESIDENTIAL MANAGEMENT LIMITED PARTNERSHIP 401K RETIREMENT SAVINGS PLAN | BOSTON MA | 763 | $69.8M | $845K |
| 3 | TAGHLEEF INDUSTRIES, INC. |
NEWARK DE |
| 567 |
| $72.2M |
| $835K |
| 4 | PETROLEUM GEO-SERVICES, INC. PETROLEUM GEO-SERVICES, INC. 401(K) SAVINGS AND PROFIT SHARING PLAN | HOUSTON TX | 150 | $115.1M | $565K |
| 5 | RAISE MARKETPLACE, LLC RAISE MARKETPLACE, LLC 401 (K) PLAN | CHICAGO IL | 32 | $7.8M | $184K |
| 6 | AOA MANAGEMENT COMPANY LIMITED PARTNERSHIP AOA MANAGEMENT CO. 401(K) PLAN | ROSWELL GA | 313 | $34.1M | $165K |
| 7 | LA FAMILIA MEDICAL CENTER LA FAMILIA MEDICAL CENTER 403(B) TAX DEFERRED RETIREMENT PLAN | SANTA FE NM | 163 | $12.5M | $129K |
| 8 | FUN SPOT OF FLORIDA, INC. FUN SPOT OF FLORIDA, INC. 401K | ORLANDO FL | 218 | $4.0M | $93K |
| 9 | DFW PLASTICS, INC. DFW PLASTICS, INC./DFW ROTEC, INC. PROFIT SHARING PLAN | FORT WORTH TX | 182 | $4.1M | $59K |
| 10 | CEC ELECTRICAL, INC. CEC 401(K) RETIREMENT PLAN | IRVING TX | 1,322 | $19.7M | $27K |
