Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Inv Discov Y Fd in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE MARCUS CORPORATION THE MARCUS CORP 401K RETIREMENT SAVINGS PLAN | MILWAUKEE WI | 4,961 | $108.7M | $705K |
| 2 | VALCOR ENGINEERING CORPORATION VALCOR ENGINEERING CORPORATION 401(K) THRIFT SAVINGS PLAN | SPRINGFIELD NJ | 425 | $49.9M | $482K |
