Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invs Sm Cap Val A Mutual fund - in their Schedule of Assets, totaling $2.5M 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 | ODYSSEY SYSTEMS CONSULTING GROUP ODYSSEY SYSTEMS CONSULTING GROUP LTD 401(K) PLAN | WAKEFIELD MA | 1,397 | $125.8M | $2.5M |
| 2 | CHATMETER, INC. CHATMETER, INC. 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 109 | $9.3M | $12K |
