Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Small Cap Value Fund Class A in their Schedule of Assets, totaling $3.6M 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 | SHERIDAN PRODUCTION OPERATING COMPANY, LLC SHERIDAN PRODUCTION OPERATING COMPANY, LLC 401(K) SAVINGS PLAN | HOUSTON TX | 101 | $38.0M | $3.2M |
| 2 | SPELLMAN HIGH VOLTAGE ELECTRONICS CORPORATION SPELLMAN 401(K) SAVINGS PLAN | HAUPPAUGE NY | 370 | $70.4M | $338K |
| 3 | APT FOUNDATION INC. |
NEW HAVEN CT |
| 302 |
| $19.6M |
| $42K |
