Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Invesco Small Cap Value Mutual fund in their Schedule of Assets, totaling $13.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PEMCO MUTUAL INSURANCE COMPANY PEMCO 401(K) PLAN | SEATTLE WA | 453 | $260.4M | $12.6M |
| 2 | SILA SOLUTIONS GROUP SILA SOLUTIONS GROUP 401(K) PROFIT SHARING PLAN | GREAT FALLS VA | 48 | $21.8M | $260K |
| 3 | POLARIS PHARMACY SERVICES, LLC POLARIS PHARMACY SERVICES, LLC 401(K) PLAN |
FORT LAUDERDALE FL |
| 1,296 |
| $13.5M |
| $67K |
| 4 | NOVAK FRANCELLA LLC NOVAK FRANCELLA LLC 401(K) PROFIT SHARING PLAN | BALA CYNWYD PA | 141 | $24.1M | $58K |
| 5 | KREIDER DAIRY FARMS, INC. KREIDER FARMS 401(K) PLAN | MANHEIM PA | 341 | $6.8M | $29K |
| 6 | R.K. MILES, INC. R.K. MILES, INC. RETIREMENT PLAN | MANCHESTER CENTER VT | 256 | $27.2M | $10K |
