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 SMALL CAP VALUE CLASS Y in their Schedule of Assets, totaling $638K 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 | MARSHALL B. KETCHUM UNIVERSITY MBKU 401(A) RETIREMENT PLAN | FULLERTON CA | 214 | $30.6M | $638K |
