Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding INVESCO OPPENHEIMER DISC R6 Registered Investment Company in their Schedule of Assets, totaling $419K 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 | DATA SYSTEMS, INC. DATA SYSTEMS, INC. PROFIT SHARING PLAN AND TRUST | OMAHA NE | 511 | $40.2M | $219K |
| 2 | AJM PACKAGING CORPORATION AJM PACKAGING CORPORATION 401(K) PLAN | BLOOMFIELD HILLS MI | 4,050 | $43.6M | $177K |
| 3 | ALEXANDER MANN SOLUTIONS CORPORATION ALEXANDER MANN RETIREMENT SAVINGS PLAN |
CLEVELAND OH |
| 760 |
| $39.7M |
| $23K |
