Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding (CL) Invesco Discovery R6 Invesco 0 in their Schedule of Assets, totaling $16.2M 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 | SMOOTH-ON, INC. SMOOTH-ON, INC 401(K) PLAN | MACUNGIE PA | 246 | $30.1M | $2.0M |
| 2 | ACXION FOODSERVICE INC. ACXION FOODSERVICE INC. 401(K) PLAN | ODENTON MD | 813 | $45.8M | $1.2M |
| 3 | LEGAL AID OF NORTH CAROLINA INC LEGAL AID OF NORTH CAROLINA RET PLAN |
RALEIGH NC |
| 458 |
| $31.9M |
| $1.1M |
| 4 | RUSTON PAVING CO., INC. RUSTON PAVING CO., INC. EMPLOYEES 401(K) PLAN | DURHAM NC | 172 | $33.2M | $940K |
| 5 | PRECISION WALLS, INC. PRECISION WALLS, INC. 401(K) PLAN | CARY NC | 1,025 | $28.3M | $921K |
| 6 | JOHNSON DEVELOPMENT ASSOCIATES, INC. JDA 401K PLAN | SPARTANBURG SC | 157 | $25.3M | $808K |
| 7 | ANALYTICAL MECHANICS ASSOCIATES, INC. ANALYTICAL MECHANICS ASSOCIATES 401K PLAN | HAMPTON VA | 687 | $88.2M | $795K |
| 8 | QUALITY INSIGHTS, INC. QUALITY INSIGHTS INC. MONEY PURCHASE PENSION | CHARLESTON WV | 143 | $30.5M | $792K |
| 9 | KPM, LLC KPM, LLC 401(K) PROFIT SHARING PLAN | VIRGINIA BEACH VA | 258 | $18.0M | $741K |
| 10 | REALTY ONE GROUP, INC. ONE 401(K) PLAN | CHANDLER AZ | 172 | $5.9M | $601K |
