Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 31 U.S. retirement plans report holding Invesco Small Cap Value R6 # in their Schedule of Assets, totaling $23.7M 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 | NEIGHBORHOOD HEALTH PLAN OF RHODE ISLAND NEIGHBORHOOD HEALTH PLAN OF RHODE ISLAND 401K PLAN | SMITHFIELD RI | 672 | $63.8M | $5.0M |
| 2 | FOUNDERS FEDERAL CREDIT UNION FOUNDERS FEDERAL CREDIT UNION DEFINED CONTRIBUTION PLAN | LANCASTER SC | 846 | $138.2M | $4.7M |
| 3 | ASSOCIATES IN NEPHROLOGY, S.C. |
CHICAGO IL |
| 144 |
| $75.4M |
| $3.4M |
| 4 | GARFUNKEL WILD PC GARFUNKEL WILD PC 401(K) RETIREMENT PLAN | GARDEN CITY NY | 134 | $90.5M | $2.6M |
| 5 | COSTAFF SERVICES, LLC COSTAFF 401(K) PLAN | ROYAL OAK MI | 1,768 | $65.6M | $1.9M |
| 6 | RAY SKILLMAN GMC TRUCK, INC. RAY SKILLMAN 401 (K) PROFIT SHARING PLAN | INDIANAPOLIS IN | 870 | $56.0M | $1.4M |
| 7 | PANATTONI DEVELOPMENT COMPANY, INC. PANATTONI DEVELOPMENT COMPANY, INC. 401(K) PLAN | SACRAMENTO CA | 133 | $40.9M | $1.0M |
| 8 | QUALAWASH HOLDINGS, LLC QUALAWASH HOLDINGS, LLC 401(K) RETIREMENT PLAN | TAMPA FL | 2,421 | $87.9M | $643K |
| 9 | GEN II MANAGEMENT, LLC GEN II MANAGEMENT, LLC 401(K) PLAN | NEW YORK NY | 1,062 | $61.3M | $493K |
| 10 | OUTSOURCING STRATEGIES, INC. OUTSOURCING STRATEGIES, INC. 401(K) PROFIT SHARING PLAN | WESTMONT IL | 2,079 | $34.4M | $430K |
