Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding Inv Discov R6 Fd in their Schedule of Assets, totaling $10.1M 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 | MINNEAPOLIS CLINIC OF NEUROLOGY LTD MINNEAPOLIS CLINIC PROFIT SHARING & 401(K) PLAN | GOLDEN VALLEY MN | 234 | $72.7M | $5.6M |
| 2 | ENGINEERED SEAL PRODUCTS, INC. ENGINEERED SEAL PRODUCTS, INC. PROFIT SHARING 401(K) PLAN | CEDAR RAPIDS IA | 190 | $10.2M | $2.3M |
| 3 | MIDWEST VETERINARY PARTNERS. LLC |
SOUTHFIELD MI |
| 7,950 |
| $165.5M |
| $397K |
| 4 | LEGAL AID OF WESTERN MISSOURI LEGAL AID OF WESTERN MISSOURI PROFIT SHARING PLAN | KANSAS CITY MO | 132 | $16.1M | $391K |
| 5 | RED BUD INDUSTRIES, INC. RED BUD INDUSTRIES, INC. PROFIT SHARING PLAN | RED BUD IL | 208 | $46.7M | $323K |
| 6 | WAUSAU SUPPLY CO. WAUSAU SUPPLY COMPANY 401(K) PLAN | SCHOFIELD WI | 903 | $36.0M | $296K |
| 7 | KETER US, INC. KETER US, INC. 401(K) PROFIT SHARING PLAN | STANLEY NC | 563 | $26.1M | $245K |
| 8 | QUALITY CARRIERS, INC. QUALITY CARRIERS, INC. 401(K) PLAN | TAMPA FL | 3,724 | $52.2M | $143K |
| 9 | GENESEE SCIENTIFIC, LLC GENESEE SCIENTIFIC 401(K) PLAN | EL CAJON CA | 114 | $6.5M | $133K |
| 10 | CAMBIUM ENDEAVORS, LLC SPRAGUE RETIREMENT PLAN | TACOMA WA | 250 | $23.1M | $127K |
