Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Small CapValue A Mutual Fund N/A in their Schedule of Assets, totaling $115K 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 | FRANK BRUNCKHORST CO., LLC FRANK BRUNCKHORST COMPANY UNION 401(K) RETIREMENT SAVINGS PLAN | SARASOTA FL | 170 | $4.5M | $58K |
| 2 | BOARS HEAD PROVISION CO., INC. BOARS HEAD PROVISION CO., INC. BARGAINING UNIT-VA 401(K) PLAN | SARASOTA FL | 296 | $4.8M | $57K |
