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 - in their Schedule of Assets, totaling $7.9M 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 | SPROUTS FARMERS MARKETS HOLDINGS, LLC SPROUTS FARMERS MARKETS HOLDINGS, LLC EMPLOYEE 401(K) SAVINGS PLAN | PHOENIX AZ | 35,946 | $264.6M | $2.9M |
| 2 | TROY DESIGN & MANUFACTURING CO. TROY DESIGN & MANUFACTURING CO. 401(K) PLAN | PLYMOUTH MI | 281 | $81.4M | $2.3M |
| 3 | PEERLESS TECHNOLOGIES CORPORATION |
FAIRBORN OH |
| 395 |
| $31.7M |
| $1.2M |
| 4 | BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL 112 ANNUITY FUND SHEET METAL WORKERS LOCAL 112 ANNUITY FUND | ELMIRA NY | 314 | $28.2M | $482K |
| 5 | HOYLE, TANNER & ASSOCIATES, INC. THE HTA EMPLOYEES 401(K) PROFIT SHARING PLAN | MANCHESTER NH | 120 | $29.3M | $403K |
| 6 | JALISCO INTERNATIONAL, INC. JALISCO INTERNATIONAL, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN & TRUST | COMMERCE CITY CO | 109 | $3.8M | $209K |
| 7 | REPUBLIC WIRE INC. REPUBLIC WIRE INC EMPLOYEES PROFIT SHARING PLAN | WEST CHESTER OH | 147 | $8.1M | $146K |
| 8 | CLEARCAPTIONS, LLC CLEARCAPTIONS, LLC 401(K) PLAN | ANTIOCH TN | 437 | $17.6M | $117K |
| 9 | TROY DESIGN & MANUFACTURING CO. TROY DESIGN & MANUFACTURING CO. BARGAINING UNIT 401(K) PLAN | PLYMOUTH MI | 253 | $17.9M | $89K |
| 10 | CHILDSTRIVE CHILDSTRIVE 403(B) PLAN | EVERETT WA | 107 | $6.0M | $74K |
