Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding INVESCO DISCVRY MD CP GR R6 GM MUTUAL FUNDS in their Schedule of Assets, totaling $1.3M 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 | WINDY CITY WIRE, CABLE AND TECHNOLOGY PRODUCTS, LLC WINDY CITY WIRE 401(K) PLAN | BOLINGBROOK IL | 319 | $29.0M | $546K |
| 2 | NU-WAY INDUSTRIES, INC. NU-WAY INDUSTRIES, INC. PROFIT SHARING PLAN | ELK GROVE VILLAGE IL | 251 | $13.0M | $544K |
| 3 | CODONICS, INC. CODONICS, INC. 401(K) PROFIT SHARING PLAN AND TRUST |
MIDDLEBURG HEIGHTS OH |
| 124 |
| $23.7M |
| $259K |
