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 R6 in their Schedule of Assets, totaling $379K 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 | NALU MEDICAL, INC. NALU MEDICAL, INC. 401(K) PLAN | CARLSBAD CA | 227 | $12.1M | $252K |
| 2 | BRAHMIN LEATHER WORKS, LLC BRAHMIN LEATHER WORKS LLC, 401(K) SAVINGS PLAN | FAIRHAVEN MA | 225 | $9.3M | $127K |
