Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Invesco Value Opportunities in their Schedule of Assets, totaling $286K 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 | GEN II MANAGEMENT, LLC GEN II MANAGEMENT, LLC 401(K) PLAN | NEW YORK NY | 1,062 | $61.3M | $228K |
| 2 | ERMCO, INC. ERMCO, INC. EMPLOYEE STOCK OWNERSHIP PLAN | INDIANAPOLIS IN | 121 | $151.4M | $58K |
