Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding Invesco Small-Cap Value Fund in their Schedule of Assets, totaling $33.0M 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 | BD OF TEES OF STEAMFITTERS LU NO 420 SRP STEAMFITTERS LOCAL UNION NO. 420 SRP | PHILADELPHIA PA | 6,827 | $727.7M | $14.9M |
| 2 | ENSTAR NATURAL GAS COMPANY, LLC ENSTAR NATURAL GAS COMPANY, LLC 401(K) PLAN | ANCHORAGE AK | 235 | $103.0M | $7.5M |
| 3 | BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 25 |
TROY MI |
| 5,493 |
| $231.6M |
| $3.6M |
| 4 | AIR DISTRIBUTION TECHNOLOGIES, INC. AIR DISTRIBUTION TECHNOLOGIES, INC. RETIREMENT SAVINGS AND INVESTMENT PLAN | PLANTO TX | 2,920 | $122.9M | $1.7M |
| 5 | DEFENDER ASSOCIATION OF PHILADELPHIA DEFENDER ASSOCIATION OF PHILADELPHIA TAX DEFERRED ANNUITY PLAN | PHILADELPHIA PA | 718 | $142.5M | $1.4M |
| 6 | PENTEGRA SERVICES, INC THE GRATITUDE PEP | WHITE PLAINS NY | 525 | $35.6M | $1.2M |
| 7 | BANYAN SOFTWARE HOLDINGS, LLC BANYAN SOFTWARE RETIREMENT PLAN | ATLANTA GA | 708 | $35.5M | $511K |
| 8 | STEP UP SUNCOAST, INC. STEP UP SUNCOAST, INC. 403(B) PLAN | SARASOTA FL | 205 | $7.5M | $329K |
| 9 | PREMIER BRANDS OF AMERICA INC. PREMIER BRANDS OF AMERICA INC 401(K) PROFIT SHARING PLAN & TRUST | WHITE PLAINS NY | 192 | $7.6M | $308K |
| 10 | BROADHEAD ENTERPRISES INC. BROADHEAD ENTERPRISES INC. 401(K) PLAN | MINNEAPOLIS MN | 138 | $19.0M | $304K |
