Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Small Cap Value R6 Fd Mutual Fund in their Schedule of Assets, totaling $975K 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 | LAB LOGISTICS, LLC LAB LOGISTICS, LLC 401(K) RETIREMENT PLAN | WEST HAVEN CT | 1,237 | $21.0M | $435K |
| 2 | NAIK CONSULTING GROUP, P.C. NAIK CONSULTING GROUP, P.C. 401(K) PLAN | EDISON NJ | 200 | $18.4M | $280K |
| 3 | SOUTHERN INNOVATIONS, LLC SOUTHERN INNOVATIONS, LLC 401(K) PROFIT SHARING PLAN |
GRAPEVINE TX |
| 202 |
| $21.1M |
| $261K |
