Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Invesco Oppenheimer Disc Mutual Fund in their Schedule of Assets, totaling $12.3M 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 | HNTB HOLDINGS LTD. HNTB RETIREMENT AND SAVINGS PLAN | KANSAS CITY MO | 6,881 | $623.0M | $10.9M |
| 2 | HNTB HOLDINGS LTD. HNTB OWNERSHIP PLAN | KANSAS CITY MO | 6,881 | $2.2B | $1.4M |
