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 in their Schedule of Assets, totaling $169K 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 | BROADDUS & ASSOCIATES, INC. BROADDUS & ASSOCIATES, INC. 401(K) PLAN | AUSTIN TX | 125 | $14.0M | $117K |
| 2 | CORA SERVICES, INC. CORA SERVICES 403(B) RETIREMENT PLAN | PHILADELPHIA PA | 780 | $27.1M | $47K |
| 3 | AMERICAN SUBCONTRACTORS ASSOCIATION NORTH TEXAS CHAPTER |
GRANDE PRAIRIE TX |
| 850 |
| $11.1M |
| $6K |
