Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Value Opportunities Mutual Fund in their Schedule of Assets, totaling $473K 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 | SCHNEIDER HEATING & AIR CONDITIONING, INC. SCHNEIDER HEATING & AIR CONDITIONING, INC. PROFIT SHARING PLAN | ONALASKA WI | 124 | $10.4M | $394K |
| 2 | GOLDEN VALLEY HEALTH CENTERS GOLDEN VALLEY HEALTH CENTERS 403(B) PLAN | ATWATER CA | 1,125 | $50.8M | $72K |
| 3 | FACING HISTORY AND OURSELVES, INC. |
BOSTON MA |
| 196 |
| $34.0M |
| $4K |
| 4 | PDC MACHINES LLC PDC 401(K) PLAN | SOUDERTON PA | 87 | $7.2M | $3K |
