Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Invesco Value Opportunities A in their Schedule of Assets, totaling $2.2M 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 | CEDAR POINT FEDERAL CREDIT UNION CEDAR POINT FCU EMPLOYEES 401K PLAN | LEXINGTON PARK MD | 131 | $25.5M | $484K |
| 2 | JOINT TOWNSHIP DISTRICT MEMORIAL HOSPITAL JOINT TOWNSHIP DISTRICT MEMORIAL HOSPITAL EMPLOYEES' PENSION PLAN | ST. MARYS OH | — | $41.8M | $462K |
| 3 | JOINT TOWNSHIP DISTRICT MEMORIAL HOSPITAL JOINT TOWNSHIP DISTRICT MEMORIAL HOSPITAL DEFERRED ANNUITY PLAN | ST. MARYS OH | — | $34.1M | $446K |
| 4 | AHP MANAGEMENT CORPORATION AHP MANAGEMENT CORPORATION 401K PROFIT SHARING PLAN & TRUST | ATLANTA GA | 271 | $8.7M | $346K |
| 5 | VANTAGE SYSTEMS INC VANTAGE SYSTEMS INC 401(K) PROFIT SHARING PLAN AND TRUST | LANHAM MD | 118 | $13.0M | $247K |
| 6 | E MORTGAGE FUNDING, LLC E MORTGAGE FUNDING, LLC 401(K) PROFIT SHARING PLAN | TROY MI | 226 | $1.9M | $106K |
| 7 | PACIFIC STATES PETROLEUM PACIFIC STATES PETROLEUM, INC 401(K) PROFIT SHARING PLAN & TRU | CONCORD CA | 196 | $12.3M | $81K |
| 8 | TRUMP INTERNATIONAL HOTEL & TOWE TRUMP INTERNATIONAL HOTEL & TOWER CONDOMINIUM 401(K) EMPLOYE | NEW YORK NY | 70 | $14.5M | $21K |
