Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Invesco Discovery R6 Fund Mutual fund in their Schedule of Assets, totaling $1.6M 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 | DENVER BOTANIC GARDENS, INC. DENVER BOTANIC GARDENS, INC. 403(B) PLAN | DENVER CO | 258 | $23.3M | $455K |
| 2 | ALPHASENSE, INC. ALPHASENSE, INC. 401(K) PLAN | NEW YORK NY | 687 | $37.0M | $387K |
| 3 | VALCOURT BUILDING SERVICES, LLC VALCOURT BUILDING SERVICES, LC 401(K) PLAN |
VIENNA VA |
| 1,841 |
| $32.3M |
| $337K |
| 4 | LESSEN LLC LESSEN 401(K) PLAN | CHICAGO IL | 872 | $40.1M | $293K |
| 5 | MUNICIPAL CREDIT UNION MUNICIPAL CREDIT UNION 401(K) PLAN | NEW YORK NY | 541 | $21.9M | $118K |
| 6 | SEQUOIA EQUITIES INC. SEQUOIA EQUITIES 401(K) PLAN | WALNUT CREEK CA | 359 | $23.5M | $22K |
