Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco INVS SM CAP VAL R6 in their Schedule of Assets, totaling $2.8M 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 | GOTO FOODS LLC GOTO FOODS LLC 401(K) PLAN | ATLANTA GA | 2,804 | $93.8M | $1.6M |
| 2 | ENDO1 PARTNERS DBA SPECIALTY1 PARTNERS LLC SPECIALTY1 PARTNERS 401(K) PLAN | HOUSTON TX | 1,854 | $63.5M | $983K |
| 3 | SIGNET HEALTH CORPORATION SIGNET HEALTH CORPORATION 401(K) PLAN |
NORTH RICHLAND HILLS TX |
| 633 |
| $32.7M |
| $206K |
| 4 | SONDERMIND, INC. SONDERMIND, INC. 401(K) PLAN | DENVER CO | 261 | $12.5M | $77K |
