Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding Invesco Invesco Small Cap Value R6 in their Schedule of Assets, totaling $16.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FREEPORT HEALTH NETWORK FHN MATCHING TAX DEFERRED ANNUITY PLAN | FREEPORT IL | 1,608 | $158.4M | $2.5M |
| 2 | CONSERVATION INTERNATIONAL CONSERVATION INTERNATIONAL 403(B) SAVINGS PLAN | ARLINGTON VA | 432 | $133.2M | $2.3M |
| 3 | OCEUS NETWORKS, LLC OCEUS NETWORKS, LLC 401(K) PLAN |
HERNDON VA |
| 63 |
| $24.9M |
| $1.6M |
| 4 | KENNEDY-WILSON HOLDINGS, INC. KENNEDY WILSON 401(K) PLAN | BEVERLY HILLS CA | 155 | $36.8M | $948K |
| 5 | PT FINANCIAL HOLDINGS, INC. PERFORMANCE TRUST RETIREMENT PLAN | CHICAGO IL | 375 | $108.3M | $808K |
| 6 | BURKE BEVERAGE, INC. BURKE BEVERAGE, INC. 401(K) PLAN | MCCOOK IL | 68 | $16.5M | $807K |
| 7 | MADISON IAQ LLC MADISON AIR 401(K) PLAN | CHICAGO IL | 3,638 | $279.9M | $803K |
| 8 | WOORI AMERICA BANK WOORI AMERICA BANK 401(K) PROFIT SHARING PLAN | NEW YORK NY | 257 | $31.8M | $747K |
| 9 | GDC AMERICA, INC. GDC AMERICA 401(K) PLAN | CHARLOTTE NC | 139 | $8.8M | $724K |
| 10 | TYDENBROOKS TYDENBROOKS 401(K) PLAN | ATLANTA GA | 340 | $17.5M | $682K |
