Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Invesco Small Cap Value Fund; Class R6 in their Schedule of Assets, totaling $32.6M 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 | FRESENIUS KABI USA, LLC FRESENIUS KABI USA, LLC SAVINGS & RET PLAN | LAKE ZURICH IL | 4,114 | $559.5M | $24.5M |
| 2 | TUV SUD AMERICA, INC. TUV SUD AMERICA, INC. 401K SAVINGS PLAN | WAKEFIELD MA | 892 | $131.3M | $2.7M |
| 3 | CREATIVE OFFICE PAVILION LLC CREATIVE OFFICE RESOURCES 401(K) PLAN & TRUST |
BOSTON MA |
| 401 |
| $71.8M |
| $1.9M |
| 4 | LUNDBECK LLC LUNDBECK LLC 401(K) PLAN | DEERFIELD IL | 1,004 | $281.7M | $1.9M |
| 5 | THE SWIFT GROUP HOLDINGS, LLC THE SWIFT GROUP 401(K) PROFIT SHARING PLAN | RESTON VA | 304 | $44.2M | $514K |
| 6 | MINTZER, SAROWITZ, ZERIS & WILLIS, PLLC MINTZER, SAROWITZ, ZERIS & WILLIS, PLLC 401(K) PLAN | PHILADELPHIA PA | 113 | $23.5M | $427K |
| 7 | LECTROSONICS, INC. LECTROSONICS, INC. 401(K) PLAN | RIO RANCHO NM | 74 | $17.8M | $216K |
| 8 | THE FREEDOM BANK OF VIRGINIA FREEDOM BANK OF VIRGINIA 401(K) PLAN | FAIRFAX VA | 96 | $10.3M | $155K |
| 9 | WILKIN & GUTTENPLAN, P.C. WILKIN & GUTTENPLAN, P.C. 401(K) PLAN | EAST BRUNSWICK NJ | 154 | $36.3M | $114K |
| 10 | SAGE DENTAL MANAGEMENT, LLC SAGE DENTAL 401(K) PLAN | BOCA RATON FL | 1,688 | $15.7M | $107K |
