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 R6 Registered Investment Company in their Schedule of Assets, totaling $7.6M 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 | INFINITE ELECTRONICS, INC. INFINITE ELECTRONICS 401(K) PLAN | IRVINE CA | 563 | $51.5M | $3.7M |
| 2 | BAYADA HOME HEALTH CARE, INC. BAYADA HOME HEALTH CARE 403(B) PLAN | PENNSAUKEN NJ | 674 | $33.5M | $2.8M |
| 3 | BEASLEY FOREST PRODUCTS, INC. BEASLEY FOREST PRODUCTS, INC. 401(K) PROFIT SHARING PLAN |
HAZLEHURST GA |
| 1,166 |
| $23.6M |
| $555K |
| 4 | PREMERE REHAB, LLC PREMERE REHAB, LLC 401(K) PLAN | TUALATIN OR | 660 | $49.5M | $544K |
