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 Mutual Funds in their Schedule of Assets, totaling $595K 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 | I & S GROUP, INC. ISG 401(K) PLAN | MANKATO MN | 497 | $37.4M | $358K |
| 2 | SAVANT SYSTEMS, INC. SAVANT SYSTEMS 401(K) PROFIT SHARING PLAN | HYANNIS MA | 394 | $44.7M | $228K |
| 3 | PROFESSIONAL BUILDING SYSTEMS, INC. PROFESSIONAL BUILDING SYSTEMS, INC. 401(K) PLAN |
MIDDLEBURG PA |
| 938 |
| $15.2M |
| $9K |
