Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Invesco Value Opportunities R6 " in their Schedule of Assets, totaling $7.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | METALEX MANUFACTURING, INC. METALEX MANUFACTURING, INC. EMPLOYEE PROFIT SHARING AND 401(K) PLAN | CINCINNATI OH | 104 | $44.7M | $3.8M |
| 2 | INFUSYSTEM HOLDINGS, INC. INFUSYSTEM HOLDINGS, INC. 401(K) PLAN | ROCHESTER HILLS MI | 498 | $31.8M | $2.1M |
| 3 | JUNKERMIER, CLARK, CAMPANELLA, STEVENS, P.C. |
GREAT FALLS MT |
| 117 |
| $26.1M |
| $651K |
| 4 | SUNSHINE FLOWERS CORPORATION FLORAL BENEFITS 401(K) PROFIT SHARING PLAN | MIAMI FL | 231 | $19.5M | $360K |
| 5 | PARK BANK PARK BANK 401(K) PLAN | MADISON WI | 151 | $25.2M | $331K |
| 6 | S.W. COLE ENGINEERING, INC. S.W. COLE ENGINEERING 401(K) PROFIT SHARING PLAN | BANGOR ME | 101 | $14.2M | $120K |
| 7 | LECLERC FOODS USA, INC. THE LECLERC 401(K) PLAN | MONTGOMERY PA | 456 | $8.1M | $39K |
| 8 | ENVASES COMMERCE LLC ENVASES COMMERCE LLC 401(K) PROFIT SHARING PLAN AND TRUST | WACO TX | 200 | $3.2M | $2K |
