Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding Invesco Small Cap Value R6 Fd in their Schedule of Assets, totaling $15.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | OST, INC. OST, INC. 401(K) PROFIT SHARING PLAN | MCLEAN VA | 423 | $36.5M | $5.1M |
| 2 | STAHL SPECIALTY COMPANY STAHL SPECIALTY COMPANY/WATRY INDUSTRIES EMPLOYEES' PENSION PLAN | KINGSVILLE MO | 73 | $77.4M | $3.4M |
| 3 | HY CITE ENTERPRISES, LLC RETIREMENT SAVINGS PLAN OF HY CITE ENTERPRISES, LLC |
MIDDLETON WI |
| 402 |
| $53.8M |
| $2.3M |
| 4 | DUAL NORTH AMERICA, INC. DUAL NORTH AMERICA, INC. 401(K) PROFIT SHARING PLAN | NAPLES FL | 694 | $62.6M | $1.8M |
| 5 | AGAMERICA LENDING LLC AGAMERICA LENDING LLC 401(K) PLAN | LAKELAND FL | 113 | $10.7M | $807K |
| 6 | PEOPLES FIRST PROPERTIES, INC. PEOPLES FIRST PROPERTIES RETIREMENT SAVINGS PLAN | PANAMA CITY FL | 884 | $21.1M | $610K |
| 7 | COMMUNITY HEALTH CENTERS, INC. COMMUNITY HEALTH CENTERS, INC. 403(B) RETIREMENT PLAN | WINTER GARDEN FL | 634 | $30.6M | $317K |
| 8 | MED-METRIX LLC MED-METRIX 401K PLAN | PARSIPPANY NJ | 2,088 | $74.9M | $269K |
| 9 | LONGVIEW WELLNESS CENTER, INC. DBA WELLNESS POINTE LONGVIEW WELLNESS CENTER, INC. DBA WELLNESS POINTE 403(B) PLAN | LONGVIEW TX | 289 | $7.0M | $231K |
| 10 | EDEN HOUSING, INC. EDEN HOUSING, INC. 401(K) PROFIT SHARING PLAN | HAYWARD CA | 524 | $34.4M | $145K |
