Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Invesco Small Cap Value Fund; Class R6 Mutual Fund in their Schedule of Assets, totaling $8.5M 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 | APPS ASSOCIATES LLC APPS ASSOCIATES LLC 401(K) PLAN | ACTON MA | 320 | $57.7M | $3.1M |
| 2 | ALPHA & OMEGA SEMICONDUCTOR, INC. ALPHA & OMEGA SEMICONDUCTOR, INC. 401(K) PLAN | SUNNYVALE CA | 741 | $105.3M | $2.8M |
| 3 | CHORD ENERGY CORPORATION CHORD ENERGY RETIREMENT SAVINGS PLAN |
HOUSTON TX |
| 712 |
| $122.2M |
| $1.3M |
| 4 | DYNAMIC ACCESS, LLC DYNAMIC RETIREMENT PLAN | RICHARDSON TX | 548 | $10.5M | $743K |
| 5 | STEW LEONARD'S STEW LEONARD'S 401(K) SAVINGS AND RETIREMENT PLAN | NORWALK CT | 1,646 | $115.3M | $278K |
| 6 | STEW LEONARD'S STEW LEONARD'S MANAGEMENT RETIREMENT PLAN | NORWALK CT | 161 | $26.4M | $169K |
| 7 | BITGO, INC. BITGO 401(K) PLAN | PALO ALTO CA | 215 | $21.5M | $105K |
| 8 | CONTEC AMERICAS INC. CONTEC AMERICAS INC. 401(K) PLAN | MELBOURNE FL | 84 | $4.4M | $61K |
| 9 | FIRST PLACE FOR YOUTH FIRST PLACE FOR YOUTH 401(K) PLAN | OAKLAND CA | 138 | $5.4M | $2K |
