Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Invesco Oppenheimer Discovery R6 in their Schedule of Assets, totaling $1.9M 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 | MUHLENBERG COLLEGE MUHLENBERG COLLEGE RETIREMENT PLAN | ALLENTOWN PA | 596 | $176.6M | $972K |
| 2 | THE ARTHRITIS FOUNDATION, INC. ARTHRITIS FOUNDATION DEFINED CONTRIBUTION RETIREMENT PLAN | ATLANTA GA | 228 | $36.6M | $512K |
| 3 | CONCURRENT HRO, LLC CONCURRENT HRO 401(K) PLAN |
BROOMFIELD CO |
| 1,641 |
| $61.7M |
| $359K |
| 4 | IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC IMPERIAL VALLEY FAMILY CARE MEDICAL GROUP, APC 401K PS PLAN | IMPERIAL CA | 237 | $11.9M | $39K |
