Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Invesco Discovery R6 Fund # in their Schedule of Assets, totaling $10.0M 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 | SSAB ENTERPRISES LLC SSAB ENTERPRISES, LLC RETIREMENT SAVINGS AND PROFIT SHARING PLAN | MOBILE AL | 1,549 | $541.3M | $6.9M |
| 2 | AT HOME STORES LLC AT HOME 401(K) SAVINGS PLAN | COPPELL TX | 5,371 | $54.5M | $1.0M |
| 3 | MELISSA & DOUG, LLC MELISSA & DOUG, LLC 401(K) PROFIT SHARING PLAN |
WESTPORT CT |
| 306 |
| $38.4M |
| $758K |
| 4 | GEHL FOODS, LLC GEHL FOODS LLC 401(K) SALARY SAVINGS PLAN | GERMANTOWN WI | 949 | $45.8M | $393K |
| 5 | RICHARDSON ELECTRONICS, LTD. RICHARDSON ELECTRONICS, LTD. EMPLOYEES PROFIT SHARING PLAN AND TRUST AGREEMENT | LAFOX IL | 302 | $59.4M | $307K |
| 6 | GEORGE BUTLER ASSOCIATES, INC. GBA COMPANIES CORPORATE SERVICES, LLC PROFIT SHARING PLAN | LENEXA KS | 492 | $77.3M | $197K |
| 7 | THE MERIT DISTRIBUTION GROUP, LLC MERIT DISTRIBUTION GROUP 401(K) PLAN | SPARTANBURG SC | 328 | $26.8M | $193K |
| 8 | SHL US LLC SHL US LLC 401(K) PLAN | ATLANTA GA | 100 | $20.3M | $147K |
| 9 | ADB COMPANIES, LLC ADB COMPANIES, LLC RETIREMENT SAVINGS PLAN | EUREKA MO | 1,017 | $38.0M | $121K |
