Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 34 U.S. retirement plans report holding INV DISC MID CAP GROWTH R6 in their Schedule of Assets, totaling $13.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AMSPEC, LLC AMSPEC, LLC RETIREMENT SAVINGS PLAN | CRANBURY NJ | 1,960 | $104.1M | $4.3M |
| 2 | EPCON COMMUNITIES SERVICES, LLC EPCON COMMUNITIES 401(K) PLAN | DUBLIN OH | 198 | $21.9M | $984K |
| 3 | ENJET AERO, LLC ENJET AERO, LLC 401(K) PLAN |
| 748 |
| $45.1M |
| $634K |
| 4 | TOURNEAU LLC TOURNEAU/BUCHERER 401(K) PLAN | NEW YORK NY | 537 | $37.6M | $600K |
| 5 | HAMILTON NEWS CO., INC THE EVAN GROUP 401(K) RETIREMENT PLAN | GLENMONT NY | 135 | $5.7M | $588K |
| 6 | A.G. VAN METRE SERVICES, INC A.G. VAN METRE SERVICES, INC. 401(K) RETIREMENT PLAN | FAIRFAX VA | 592 | $73.8M | $582K |
| 7 | GLOBAL SHOP SOLUTIONS, INC. GLOBAL SHOP SOLUTIONS, INC. 401(K) PLAN | THE WOODLANDS TX | 302 | $44.0M | $582K |
| 8 | NOVUS AG, LLC NOVUS AG, LLC 401(K) PLAN | FORT COLLINS CO | 427 | $20.8M | $505K |
| 9 | RHW MANAGEMENT, INC RHW MANAGEMENT, INC 401(K) SAVINGS PLAN | OVERLAND PARK KS | 171 | $7.6M | $456K |
| 10 | PATRIOT MACHINE INC. PATRIOT MACHINE INC. 401(K) PLAN | ST. CHARLES MO | 177 | $36.2M | $423K |
