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 Mutual fund in their Schedule of Assets, totaling $955K 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 | WATERFORD HOTEL GROUP, LLC WATERFORD HOTEL GROUP, LLC 401K SAVINGS PLAN | WATERFORD CT | 1,661 | $26.5M | $619K |
| 2 | JOE BASIL CHEVROLET JOE BASIL CHEVROLET INC. 401(K) PLAN | DEPEW NY | 143 | $16.9M | $261K |
| 3 | LINN GEAR COMPANY, INC. LINN GEAR CO., INC. PROFIT SHARING & 401(K) PLAN |
LEBANON OR |
| 86 |
| $5.4M |
| $75K |
