Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Invesco Small Cap Value Y in their Schedule of Assets, totaling $25.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FTI CONSULTING, INC. FTI CONSULTING, INC. 401(K) PLAN | WASHINGTON DC | 4,676 | $1.2B | $8.8M |
| 2 | CENTRASTATE HEALTHCARE SYSTEM CENTRASTATE HEALTHCARE SYSTEM 403(B) RETIREMENT SAVINGS PLAN | FREEHOLD NJ | 2,318 | $200.4M | $7.0M |
| 3 | CENTRASTATE HEALTHCARE SYSTEM CENTRASTATE HEALTHCARE SYSTEM RETIREMENT PLAN |
FREEHOLD NJ |
| 2,612 |
| $111.7M |
| $3.6M |
| 4 | DES MOINES IRON WORKERS PENSION TRUST BOARD OF TRUSTEES DES MOINES IRON WORKERS PENSION TRUST | DES MOINES IA | 246 | $75.1M | $2.4M |
| 5 | PMA FINANCIAL NETWORK, LLC PMA FINANCIAL NETWORK, LLC 401(K) PLAN | NAPERVILLE IL | 175 | $49.9M | $1.5M |
| 6 | GOLUB & COMPANY, LLC GOLUB & COMPANY, LLC 401(K) PLAN | CHICAGO IL | 107 | $19.2M | $1.3M |
| 7 | SENSEONICS INCORPORATED SENSEONICS INCORPORATED 401(K) PLAN | GERMANTOWN MD | 113 | $16.7M | $360K |
| 8 | MANHARD CONSULTING, LTD. MANHARD CONSULTING, LTD. CASH OR DEFERRED PROFIT SHARING PLAN | LINCOLNSHIRE IL | 328 | $36.0M | $314K |
| 9 | GULF COPPER AND MANUFACTURING CORPORATION GULF COPPER & MANUFACTURING CORPORATION PROFIT SHARING PLAN AND TRUST | PORT ARTHUR TX | 376 | $12.2M | $174K |
| 10 | SURETY TITLE COMPANY, LLC SURETY TITLE COMPANY 401(K) RETIREMENT PLAN | MARLTON NJ | 154 | $11.6M | $114K |
