Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered Investment Companies Invesco Invesco Small Cap Value R6 in their Schedule of Assets, totaling $259K 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 | ABERDEEN ROAD COMPANY ABERDEEN ROAD COMPANY 401(K) PLAN | EMIGSVILLE PA | 109 | $9.9M | $259K |
