Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Invesco Small-Cap Value Fund - mutual fund in their Schedule of Assets, totaling $10.8M 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 | THE COOPER GROUP, INC. THE RETIREMENT PLAN FOR EMPLOYEES OF THE COOPER GROUP, INC. AND PARTICIPATING AFFILIATES | MOBILE AL | 926 | $101.6M | $4.0M |
| 2 | LIBERTY UTILITIES SERVICE CORP. LIBERTY UTILITIES NATIONAL 401(K) PLAN | LITCHFIELD PARK AZ | 2,462 | $443.3M | $2.3M |
| 3 | AMERICAN INDUSTRIAL TRANSPORT INC |
ST. CHARLES MO |
| 886 |
| $43.5M |
| $1.1M |
| 4 | CLARE ROSE, INC. CLARE ROSE, INC. PROFIT SHARING AND 401(K) PLAN | EAST YAPHANK NY | 136 | $22.5M | $844K |
| 5 | HIGHFIVE DENTAL HOLDCO, LLC HIGHFIVE HEALTHCARE 401(K) PLAN | HOMEWOOD AL | 629 | $40.8M | $486K |
| 6 | VETERAN PIPELINE CONSTRUCTION INC. CHARGE EPC RETIREMENT TRUST | SACRAMENTO CA | 471 | $14.7M | $423K |
| 7 | HOME FRANCHISE CONCEPTS, LLC HOME FRANCHISE CONCEPTS RETIREMENT SAVINGS PLAN | IRVINE CA | 258 | $19.4M | $321K |
| 8 | REWARDSTYLE, INC. D/B/A LTK LTK 401(K) PLAN | DALLAS TX | 587 | $33.3M | $305K |
| 9 | RPX CORPORATION RPX CORPORATION RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 105 | $30.8M | $248K |
| 10 | BLAUCH BROTHERS, INC. BLAUCH BROTHERS, INC. 401(K) PROFIT SHARING PLAN | HARRISONBURG VA | 137 | $11.5M | $213K |
