Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Invesco Oppenheimer Discovery in their Schedule of Assets, totaling $993K 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 | BEEKLEY CORPORATION BEEKLEY CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | BRISTOL CT | 98 | $27.3M | $756K |
| 2 | CIRCLE INTERNET SERVICES, INC. DBA CIRCLECI CIRCLE INTERNET SERVICES, INC. 401(K) PLAN | SAN FRANCISCO CA | 163 | $17.8M | $201K |
| 3 | ANESTHESIOLOGY SERVICES NETWORK, LTD. |
DAYTON OH |
| 137 |
| $3.8M |
| $27K |
| 4 | NEWBERRY LIBRARY NEWBERRY LIBRARY DC RETIREMENT PLAN | CHICAGO IL | 92 | $26.1M | $9K |