Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Invs Sm Cap Val Y in their Schedule of Assets, totaling $3.5M 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 | MBO PROFESSIONAL SERVICES INC. MBO PROFESSIONAL SERVICES INC. 401(K) PLAN | ASHBURN VA | 3,154 | $52.5M | $2.1M |
| 2 | MBO PARTNERS MBO ASSOCIATE 401(K) PLAN | ASHBURN VA | 0 | $82.0M | $1.4M |
