Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Invesco Invesco Small Cap Value Y in their Schedule of Assets, totaling $5.3M 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 | TORCON, INC. TORCON, INC. RETIREMENT PLAN | RED BANK NJ | 218 | $103.8M | $3.4M |
| 2 | OCCIDENTAL COLLEGE OCCIDENTAL COLLEGE 403(B) RETIREMENT PLAN | LOS ANGELES CA | 734 | $320.8M | $690K |
| 3 | RICHARD A. ALAIMO ASSOCIATES RICHARD A. ALAIMO ASSOCIATES SAVINGS AND INVESTMENT PLAN |
MOUNT HOLLY NJ |
| 97 |
| $41.3M |
| $644K |
| 4 | ACCESS SERVICES, INC. ACCESS SERVICES, INC. 401K PLAN | FORT WASHINGTON PA | 586 | $14.1M | $468K |
| 5 | BRYLIN HOSPITALS, INC. BRYLIN HOSPITALS, INC. RETIREMENT SAVINGS PLAN | BUFFALO NY | 183 | $6.6M | $61K |
| 6 | WASHINGTON HEALTH SYSTEM GREENE WASHINGTON HEALTH SYSTEM GREENE RETIREMENT & SAVINGS PLAN | WASHINGTON PA | 124 | $3.2M | $28K |
