Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invs Sm Cap Val R6 Mutual Fund in their Schedule of Assets, totaling $12.2M 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 | CITY ELECTRIC SUPPLY COMPANY CITY ELECTRIC SUPPLY EMPLOYEE SAVINGS PLAN | DALLAS TX | 4,972 | $158.7M | $10.4M |
| 2 | STRATUS UNLIMITED, LLC STRATUS UNLIMITED, LLC 401(K) PLAN | MENTOR OH | 1,167 | $49.1M | $1.2M |
| 3 | ON SERVICES, LLC ON SERVICES 401(K) RETIREMENT SAVINGS PLAN |
NORCROSS GA |
| 258 |
| $9.1M |
| $353K |
| 4 | CERAPEDICS, INC. CERAPEDICS, INC. 401(K) PLAN | WESTMINSTER CO | 201 | $17.4M | $247K |
