Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding Invesco Small Cap Value A # in their Schedule of Assets, totaling $10.7M 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 | COMMERCIAL CONTRACTORS, INC. MANGIONE FAMILY ENTERPRISES RETIREMENT PLAN | ELLICOTT CITY MD | 2,106 | $40.6M | $2.3M |
| 2 | R.C. HEDREEN COMPANY R.C. HEDREEN COMPANY RETIREMENT SAVINGS PLAN | SEATTLE WA | 1,015 | $47.4M | $1.4M |
| 3 | JDS INDUSTRIES, INC. JDS INDUSTRIES, INC. 401(K) PLAN |
SIOUX FALLS SD |
| 290 |
| $12.1M |
| $1.2M |
| 4 | NEW LEADERS, INC. NEW LEADERS 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 60 | $14.9M | $824K |
| 5 | UTAH FIRST FEDERAL CREDIT UNION UTAH FIRST FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | SALT LAKE CITY UT | 87 | $16.7M | $503K |
| 6 | APKUDO, INC APKUDO, INC 401K PROFIT SHARING PLAN | BALTIMORE MD | 179 | $9.1M | $480K |
| 7 | AMERICAN OUTCOMES MANAGEMENT,L. AMERICAN OUTCOMES MANAGEMENT, L.P 401(K) PLAN | ARLINGTON TX | 134 | $13.1M | $463K |
| 8 | HIGH RISE FIRE PROTECTION CORP. HIGH RISE FIRE PROTECTION CORP 401K PSP FOR UNION MEMBERS | BROOKLYN NY | 106 | $7.5M | $420K |
| 9 | FX DIRECT DEALER LLC FX DIRECT DEALER, LLC SAVINGS AND INVESTMENT PLAN | JERSEY CITY NJ | 58 | $13.4M | $350K |
| 10 | RHAPSODY INTERNATIONAL, INC. RHAPSODY INTERNATIONAL, INC. 401(K) PLAN | SEATTLE WA | 26 | $14.1M | $347K |
