Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Small Cap Value R6 Mutual fund n/a in their Schedule of Assets, totaling $919K 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 | NATIONS LENDING CORPORATION NATIONS LENDING 401(K) PLAN | INDEPENDENCE OH | 602 | $24.6M | $632K |
| 2 | TOPTAL TOPTAL RETIREMENT SAVINGS PLAN | WILMINGTON DE | 182 | $16.1M | $264K |
| 3 | HODGE COMPANY HODGE COMPANY EMPLOYEE RETIREMENT SAVINGS PLAN |
DUBUQUE IA |
| 750 |
| $24.5M |
| $14K |
| 4 | CAREXM, LLC CAREXM, LLC 401(K) RETIREMENT SAVINGS PLAN | WEST JORDAN UT | 465 | $4.7M | $10K |