Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Invesco Invesco Small Cap Value - in their Schedule of Assets, totaling $11.9M 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 | BOARD OF TRUSTEES NYSA-ILA MONEY PURCHASE PENSION FUND AND PLAN | JERSEY CITY NJ | 4,643 | $936.2M | $9.2M |
| 2 | MATTAMY HOMES CORPORATION MATTAMY HOMES CORPORATION RETIREMENT PLAN | ORLANDO FL | 804 | $56.5M | $1.4M |
| 3 | APPLIED PROCESS, INC. AALBERTS SURFACE TECHNOLOGIES 401(K) PLAN |
LIVONIA MI |
| 373 |
| $32.9M |
| $645K |
| 4 | STRATEGIC FUNDING SOURCE INC. DBA KAPITUS STRATEGIC FUNDING SOURCE INC 401K PROFIT SHARING PLAN AND TRUST | NEW YORK NY | 319 | $16.4M | $296K |
| 5 | AEGIS SCIENCES CORPORATION AEGIS SCIENCES CORPORATION 401(K) PLAN | NASHVILLE TN | 774 | $47.7M | $236K |
| 6 | PORTILLO'S HOT DOGS, LLC PORTILLO'S HOT DOGS, LLC 401(K) PLAN | OAK BROOK IL | 9,636 | $27.5M | $110K |
| 7 | FERNBROOK FAMILY CENTER FERNBROOK FAMILY CENTER 401(K) SAVINGS PLAN | OWATONNA MN | 89 | $3.6M | $3K |
| 8 | OSTHOFF MANAGEMENT COMPANY THE OSTHOFF RESORT SAVINGS PLAN | ELKHART LAKE WI | 269 | $4.3M | $2K |
