Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Small Cap Value A Fund in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HUMBOLDT PARK HEALTH HUMBOLDT PARK HEALTH 403(B) PLAN | CHICAGO IL | 936 | $25.9M | $2.1M |
| 2 | RICHMOND EYE & EAR HEALTHCARE ALLIANCE, INC. RICHMOND EYE & EAR HEALTHCARE ALLIANCE, INC. 401(K) PLAN | RICHMOND VA | 181 | $17.9M | $129K |
