Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding INVESCO SMALLCAPVALUE Y Registered Investment Company in their Schedule of Assets, totaling $146K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SCUFCW JOINT BENFIT FUNDS LLC SCUFCW JOINT BENEFIT FUNDS 401(K) PLAN | CYPRESS CA | 174 | $10.1M | $146K |
