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 Mutual funds in their Schedule of Assets, totaling $285K 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 | WIRE EXPERTS GROUP, INC. WIRE EXPERTS GROUP, INC. 401(K) PLAN | NAPLES FL | 91 | $2.5M | $151K |
| 2 | ELEMENTS GLOBAL SERVICES INC. ELEMENTS GLOBAL SERVICES INC. RETIREMENT TRUST | CHICAGO IL | 156 | $7.0M | $134K |