Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Value Opportunities Fund Mutual fund in their Schedule of Assets, totaling $1.4M 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 | EIS GROUP INC. EIS GROUP 401(K) PLAN | SAN FRANCISCO CA | 141 | $22.6M | $920K |
| 2 | NORTHERN CALIFORNIA GOLF ASSOCIATION NORTHERN CALIFORNIA GOLF ASSOCIATION/POPPY HOLDING, INC. 401(K) PLAN | PEBBLE BEACH CA | 171 | $22.9M | $230K |
| 3 | CRYSTAL SPRINGS, INC. CRYSTAL SPRINGS, INC. 403(B) RETIREMENT PLAN |
ASSONET MA |
| 354 |
| $3.5M |
| $229K |
