Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Small-Cap Value Fund Class A Mutual Fund in their Schedule of Assets, totaling $955K 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 | CAPITAL MANAGEMENT SERVICES, LP CAPITAL MANAGEMENT SERVICES, LP 401(K) RETIREMENT PLAN | BUFFALO NY | 661 | $15.7M | $432K |
| 2 | AECHELON TECHNOLOGY, INC. AECHELON TECHNOLOGY 401(K) PLAN | SOUTH SAN FRANCISCO CA | 180 | $42.7M | $213K |
| 3 | AUBREY SILVEY ENTERPRISES, INC. |
CARROLLTON GA |
| 750 |
| $14.5M |
| $206K |
| 4 | QUANTUM METRIC INC QUANTUM METRIC 401(K) PLAN | COLORADO SPRINGS CO | 346 | $26.7M | $104K |
