Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Invesco Small Cap Value Fund R6 " in their Schedule of Assets, totaling $1.2M 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 | UNIFY FINANCIAL FEDERAL CREDIT UNION UNIFY FINANCIAL FEDERAL CREDIT UNION 401(K) PLAN | ALLEN TX | 469 | $66.5M | $549K |
| 2 | ZENO MANAGEMENT, INC. ZENO MANAGEMENT, INC. 401(K) PLAN | SAN DIEGO CA | 106 | $25.0M | $198K |
| 3 | LABORATORY TESTING INC. LABORATORY TESTING INC. RETIREMENT PLAN |
HATFIELD PA |
| 207 |
| $16.4M |
| $141K |
| 4 | BRIGHT POWER, INC. BRIGHT POWER, INC. 401(K) PLAN | NEW YORK NY | 139 | $8.9M | $97K |
| 5 | AMAROK, LLC AMAROK, LLC 401(K) PROFIT SHARING PLAN | COLUMBIA SC | 447 | $19.3M | $87K |
| 6 | BLUECORE, INC BLUECORE, INC. RETIREMENT TRUST | NEW YORK NY | 219 | $16.3M | $78K |
| 7 | ADVISORTRUST, INC. 401(K) SIMPLIFIED | SIOUX FALLS SD | 543 | $18.9M | $50K |
