Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco SC Value Fund R6 " in their Schedule of Assets, totaling $506K 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 | REPUBLIC FIRST BANK REPUBLIC BANK 401(K) & PROFIT SHARING PLAN | DALLAS TX | 0 | $36.3M | $286K |
| 2 | CUTRALE CITRUS JUICES USA, INC CUTRALE USA RETIREMENT SAVINGS PLAN | AUBURNDALE FL | 249 | $19.1M | $191K |
| 3 | COMMUNITY BASED CARE, LLC COMMUNITY BASED CARE 401(K) PLAN |
MORRISVILLE NC |
| 6,367 |
| $2.7M |
| $29K |