Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Invesco Small Cap Equity in their Schedule of Assets, totaling $1.0M 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 | MASABA, INC. MASABA, INC. 401(K) RETIREMENT PLAN | VERMILLION SD | 143 | $8.6M | $473K |
| 2 | CUMBERLAND VALLEY NATIONAL BANK CUMBERLAND VALLEY FINANCIAL CORPORATION SAVINGS & RETIREMENT PLAN | LONDON KY | 144 | $16.9M | $313K |
| 3 | ATLANTA CHAPTER, INDEPENDENT ELECTRICAL CONTRACTORS, INC. |
ATLANTA GA |
| 1,234 |
| $37.7M |
| $101K |
| 4 | THE POCA VALLEY BANKSHARES, INC. THE POCA VALLEY BANK KSOP | WALTON WV | 130 | $15.2M | $96K |
| 5 | DALY COMPUTERS, INC. DALY COMPUTERS, INC. 401(K) PROFIT SHARING PLAN | FREDERICK MD | 155 | $5.5M | $15K |
| 6 | BARRETO HOLDING COMPANY, LLC BARRETO HOLDING COMPANY 1081. 01(D) PLAN | SAINT JUST STATION PR | 222 | $562K | $11K |
