Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco INVS Discovery R6 N/R in their Schedule of Assets, totaling $1.7M 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 | NEUGEN LLC NEUGEN LLC EMPLOYEES' 401(K) PLAN | MADISON WI | 1 | $60.1M | $1.3M |
| 2 | ELECTEK SASCO & AFFILIATES RETIREMENT PLAN | FULLERTON CA | 184 | $42.1M | $367K |
