Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Invesco Small Cap Value R6 Fund Mutual Fund in their Schedule of Assets, totaling $2.8M 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 | CB&S BANK, INC. CB&S BANK 401(K) PROFIT SHARING PLAN | RUSSELLVILLE AL | 502 | $41.8M | $1.5M |
| 2 | JPL VIDEO PRODUCTIONS, INC. JPL VIDEO PRODUCTIONS, INC. 401(K) PLAN | HARRISBURG PA | 114 | $17.3M | $440K |
| 3 | ALPIN HAUS SKI SHOP, INC ALPIN HAUS SKI SHOP, INC. 401(K) PROFIT SHARING PLAN |
AMSTERDAM NY |
| 141 |
| $11.6M |
| $402K |
| 4 | CIMINELLI REAL ESTATE CORPORATION CIMINELLI REAL ESTATE CORPORATION 401(K) PLAN | BUFFALO NY | 205 | $24.0M | $213K |
| 5 | GRANTS PASS CLINIC, L.L.P. GRANTS PASS CLINIC 401(K) & PROFIT SHARING PLAN | GRANTS PASS OR | 77 | $28.7M | $111K |
| 6 | VOCON DESIGN, INC. VOCON 401(K) RETIREMENT SAVINGS PLAN | CLEVELAND OH | 229 | $19.8M | $111K |
| 7 | CHILDREN'S HOME NETWORK CHILDREN'S HOME NETWORK 401(K) PLAN | TAMPA FL | 211 | $3.7M | $52K |
| 8 | GULF COAST JEWISH FAMILY AND COMMUNITY SERVICES, INC. GULF COAST JFCS 403(B) PLAN | CLEARWATER FL | 608 | $7.3M | $11K |
