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 R6 in their Schedule of Assets, totaling $1.1M 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 | PT FINANCIALS COMPANIES, LLC PERFORMANCE TRUST RETIREMENT PLAN | CHICAGO IL | 354 | $88.3M | $569K |
| 2 | COMMONWEALTH CREDIT UNION, INC. COMMONWEALTH CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | FRANKFORT KY | 358 | $17.0M | $515K |
