Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding INVESCO VAL OPPORT FUND R6 in their Schedule of Assets, totaling $2.1M 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 | OREMOR MGMT. AND INVESTMENT CO. OREMOR MGMT. AND INVESTMENT CO. 401(K) RETIREMENT SAVINGS PLAN | ONTARIO CA | 1,869 | $93.3M | $1.2M |
| 2 | PAI HOLDINGS, LLC DBA PHARMACEUT PAI HOLDINGS, LLC 401(K) PLAN | GREENVILLE SC | 626 | $32.4M | $461K |
| 3 | PACIFIC STATES PETROLEUM |
CONCORD CA |
| 196 |
| $12.3M |
| $389K |
| 4 | ABBOTT LABORATORIES EES C/U ALEC 401(K) RETIREMENT PLAN | GURNEE IL | 94 | $13.7M | $38K |
