Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 44 U.S. retirement plans report holding Invesco Small Cap Value r6 Mutual Fund in their Schedule of Assets, totaling $41.5M 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 | COADVANTAGE CORPORATION COADVANTAGE CORPORATION RETIREMENT SAVINGS PLAN | BRADENTON FL | 76,258 | $1.2B | $18.5M |
| 2 | ELEMENT SOLUTIONS INC ELEMENT SOLUTIONS INC EMPLOYEE SAVINGS AND 401(K) PLAN | WATERBURY CT | 1,081 | $302.7M | $5.8M |
| 3 | NATIONAL STUDENT CLEARINGHOUSE |
HERNDON VA |
| 371 |
| $99.6M |
| $3.9M |
| 4 | DUDEK DUDEK 401(K) PLAN | ENCINITAS CA | 908 | $90.7M | $3.4M |
| 5 | S & S SPRINKLER COMPANY, LLC S & S SPRINKLER COMPANY, LLC 401(K) SAVINGS & RETIREMENT PLAN | MOBLIE AL | 4 | $9.5M | $1.4M |
| 6 | BASIL MANAGEMENT GROUP LLC BASIL FAMILY DEALERSHIPS 401K PLAN | ORCHARD PARK NY | 532 | $51.3M | $1.0M |
| 7 | CAVCO INDUSTRIES, INC. CAVCO INDUSTRIES, INC. 401(K) PLAN | PHOENIX AZ | 5,701 | $181.8M | $935K |
| 8 | JOSEPH P. CARRARA & SONS, INC. JOSEPH P. CARRARA & SONS, INC. 401(K) AND PROFIT SHARING PLAN | NORTH CLARENDON VT | 103 | $20.2M | $876K |
| 9 | BOSWELL ENGINEERING, INC. BOSWELL ENGINEERING 401(K) PLAN | SOUTH HACKENSACK NJ | 251 | $53.9M | $702K |
| 10 | ILLUMIFIN CORPORATION ILLUMIFIN CORPORATION 401(K) PLAN | WOODBURY MN | 1,774 | $102.6M | $487K |
