Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Invesco Oppenheimer Developing Markets R6 - in their Schedule of Assets, totaling $19.1M 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 | MUNSON HEALTHCARE MUNSON 403(B) PLAN | TRAVERSE CITY MI | 8,230 | $485.7M | $12.7M |
| 2 | MUNSON HEALTHCARE MUNSON 401(K) PLAN | TRAVERSE CITY MI | 8,394 | $123.9M | $3.2M |
| 3 | SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN FOR UNION EMPLOYEES |
| 1,456 |
| $102.8M |
| $1.9M |
| 4 | SAZERAC COMPANY, INC. SAZERAC COMPANY, INC. 401(K) PLAN | LOUISVILLE KY | 3,214 | $166.6M | $426K |
| 5 | CDG, INC. CDG ENGINEERS & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | ANDALUSIA AL | 206 | $22.0M | $357K |
| 6 | SOUTHERN BANK AND TRUST COMPANY THE ENHANCED CAPITAL ACCUMULATION PLAN FOR THE EMPLOYEES OF SOUTHERN BANK AND TRUST COMPANY | MOUNT OLIVE NC | 466 | $43.7M | $257K |
| 7 | AMERICANTCS FIDUCIARY SERVICES, LLC BLUESTAR BKS POOLED EMPLOYER PLAN | PITTSBURGH PA | 948 | $14.5M | $141K |
