Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 37 U.S. retirement plans report holding Invesco Invesco Discovery R6 ^ in their Schedule of Assets, totaling $45.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KONICA MINOLTA BUSINESS SOLUTIONS U.S.A., INC. KONICA MINOLTA 401(K) PLAN | RAMSEY NJ | 5,286 | $1.2B | $22.8M |
| 2 | CARS.COM, LLC CARS.COM, LLC 401(K) RETIREMENT PLAN | CHICAGO IL | 1,648 | $241.1M | $6.2M |
| 3 | ASBURY AUTOMOTIVE GROUP LLC ASBURY AUTOMOTIVE RETIREMENT SAVINGS PLAN |
DULUTH GA |
| 15,375 |
| $741.2M |
| $1.6M |
| 4 | NEW TANGRAM, LLC TANGRAM INTERIORS EMPLOYEES RETIREMENT PLAN | SANTA FE SPRINGS CA | 379 | $36.3M | $1.6M |
| 5 | WAFRA INC. WAFRA 401(K) PROFIT SHARING PLAN | NEW YORK NY | 166 | $72.6M | $1.4M |
| 6 | FJ MANAGEMENT INC. FJ MANAGEMENT INC. 401(K) PLAN | SALT LAKE CITY UT | 12,091 | $278.6M | $1.4M |
| 7 | ANSIRA PARTNERS II, LLC ANSIRA PARTNERS, INC. 401(K) PLAN | ST LOUIS MO | 533 | $75.7M | $1.3M |
| 8 | EVERCOMMERCE SOLUTIONS, INC. EVERCOMMERCE SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN | DENVER CO | 1,574 | $81.1M | $1.3M |
| 9 | ADVANCED PRESSURE TECHNOLOGY ADVANCED PRESSURE TECHNOLOGY 401(K) PROFIT SHARING RETIREMENT PLAN | NOBLESVILLE IN | 340 | $25.5M | $1.2M |
| 10 | DIAGNOSTICA STAGO, INC. DIAGNOSTICA STAGO, INC. 401(K) PLAN | PARSIPPANY NJ | 281 | $61.6M | $955K |
