Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Small Cap Value Fund Class Y " in their Schedule of Assets, totaling $240K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PRECISION VALVE CORPORATION PRECISION VALVE CORPORATION RETIREMENT SAVINGS PLAN | GREENVILLE SC | 173 | $14.6M | $210K |
| 2 | THE BRIDGEPORT FIREMEN'S SICK AND DEATH BENEFIT ASSOCIATION, INC. BRIDGEPORT FIREMEN'S SICK AND DEATH BENEFIT ASSOCIATION, INC. | MILFORD CT | 272 | $2.4M | $30K |
