Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invsco Smcap Val Y Mutual Fund in their Schedule of Assets, totaling $40K 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 | METREA MANAGEMENT LLC METREA LLC 401(K) PLAN | BETHANY OK | 743 | $56.7M | $23K |
| 2 | UNWIN COMPANY UNWIN COMPANY 401(K) PLAN AND TRUST | HILLIARD OH | 165 | $30.0M | $13K |
| 3 | GULF COAST BANK & TRUST COMPANY GULF COAST BANK AND TRUST COMPANY SAVINGS INCENTIVE PLAN |
NEW ORLEANS LA |
| 934 |
| $71.0M |
| $4K |
