Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding Invesco Discovery R6 Mutual fund - in their Schedule of Assets, totaling $29.0M 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 | SCP DISTRIBUTORS, LLC POOL CORPORATION 401(K) PLAN | COVINGTON LA | 4,766 | $436.0M | $10.2M |
| 2 | MUNICH AMERICAN REASSURANCE COMPANY EMPLOYEE SAVINGS AND DEFERRED INCOME PLAN OF MUNICH AMERICAN REASSURANCE COMPANY | ATLANTA GA | 298 | $93.8M | $5.9M |
| 3 | HALFF ASSOCIATES, INC |
RICHARDSON TX |
| 1,503 |
| $187.2M |
| $1.8M |
| 4 | JUICE PHARMA WORLDWIDE, LLC JUICE PHARMA WORLDWIDE, LLC 401(K) PROFIT SHARING PLAN | NEW YORK NY | 0 | $16.3M | $1.6M |
| 5 | STRATAS FOODS LLC STRATAS FOODS LLC RETIREMENT PLAN | CORDOVA TN | 1,003 | $82.8M | $1.3M |
| 6 | IQE, INC. IQE USA 401(K) PLAN | GREENSBORO NC | 132 | $40.6M | $1.2M |
| 7 | MCLARENS, LLC MCLARENS, LLC DEFINED CONTRIBUTION 401(K) PLAN | NORCROSS GA | 744 | $99.1M | $1.1M |
| 8 | SIMVENTIONS, INC. SIMVENTIONS RETIREMENT PLAN | FREDERICKSBURG VA | 407 | $57.8M | $1.0M |
| 9 | RBM OF ATLANTA, INC. RBM OF ATLANTA, INC. SALARY DEFERRAL 401(K) PLAN | ATLANTA GA | 558 | $54.2M | $797K |
| 10 | COFORGE LIMITED COFORGE LIMITED 401(K) PLAN | PRINCETON NJ | 1,414 | $99.4M | $744K |
