Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Invesco Invesco Oppenheimer Disc R6 in their Schedule of Assets, totaling $2.6M 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 | THERMON, INC. THERMON INC. 401(K) PLAN | AUSTIN TX | 663 | $70.9M | $2.5M |
| 2 | TRULITE GLASS & ALUMINUM SOLUTIONS, LLC TRULITE GLASS & ALUMINUM SOLUTIONS, LLC 401(K) PLAN | ALPHARETTA GA | 2,534 | $60.9M | $88K |
| 3 | ABACUS DERMATOLOGY MANAGEMENT SKIN AND AESTHETIC CENTERS 401(K) PLAN |
BIRMINGHAM AL |
| 332 |
| $11.5M |
| $25K |
