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 Y Fund " in their Schedule of Assets, totaling $1.6M 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 | ALTERMAN GROUP, INC. ALTERMAN GROUP, INC. 401(K) PLAN | LIVE OAK TX | 392 | $28.0M | $653K |
| 2 | MIDWAY PRODUCTS GROUP, INC. MIDWAY PRODUCTS GROUP, INC. 401(K) PLAN | MONROE MI | 1,611 | $112.2M | $558K |
| 3 | STONEWALL KITCHEN, LLC STONEWALL KITCHEN, LLC 401(K) PROFIT SHARING PLAN |
YORK ME |
| 504 |
| $25.1M |
| $435K |
