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 - R in their Schedule of Assets, totaling $57K 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 | SANDAIR CORPORATION DBA CALIFORN SANDAIR CORPORATION 401(K) PROFIT SHARING PLAN | RIPON CA | 590 | $21.1M | $45K |
| 2 | THE ONE 23 GROUP THE ONE 23 GROUP 401(K) PLAN | HERNDON VA | 122 | $3.7M | $11K |
| 3 | NEW ENGLAND NEWSPAPERS, INC NEW ENGLAND NEWSPAPERS, INC. 401(K) PLAN |
PITTSFIELD MA |
| 107 |
| $3.1M |
| $2K |
