Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Invesco Small Cap Value A Mutual fund in their Schedule of Assets, totaling $2.6M 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 | CLAYTON, DUBILIER & RICE HOLDINGS, L.P. CLAYTON, DUBILIER & RICE HOLDINGS, L.P. 401(K) PROFIT SHARING PLAN | NEW YORK NY | 234 | $68.6M | $978K |
| 2 | HILL & SMITH GROUP HOLDINGS, INC. HILL & SMITH GROUP HOLDINGS, INC. 401(K) PLAN | COLUMBUS OH | 1,633 | $72.3M | $794K |
| 3 | STEWARD MACHINE CO., INC. |
BIRMINGHAM AL |
| 134 |
| $11.6M |
| $627K |
| 4 | STAFFMARK INVESTMENT, LLC STAFFMARK/EMS 401(K) SAVINGS PLAN | CINCINNATI OH | 758 | $40.1M | $106K |
| 5 | COLWELL INDUSTRIES, INC. COLWELL INDUSTRIES, INC. 401(K) SAVINGS PLAN | KENDALLVILLE IN | 37 | $10.4M | $65K |
| 6 | GEORGIA RIGHT OF WAY COMPANY GEORGIA RIGHT OF WAY COMPANY 401(K) PLAN | FORSYTH GA | 142 | $4.6M | $64K |
| 7 | CHAMPION REHAB RESOURCES, LLC CHAMPION REHAB RESOURCES, LLC 401(K) PLAN | GADSDEN AL | 232 | $11.5M | $2K |
