Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding INVS VALUE OPPS R6 Registered Investment Company in their Schedule of Assets, totaling $71K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PROFIT RECOVERY PARTNERS, LLC PROFIT RECOVERY PARTNERS, LLC 401(K) PLAN | SANTA ANA CA | 113 | $9.0M | $53K |
| 2 | ONLINE RADIOLOGY MEDICAL GROUP, INC. ONRAD, INC. 401(K) PLAN | RIVERSIDE CA | 181 | $14.8M | $18K |
