Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding INVS DEVELOP MKT R6 Registered investment company in their Schedule of Assets, totaling $6.9M 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 | EXPERIAN, INC. EXPERIAN PERSONAL INVESTMENT PLAN | COSTA MESA CA | 6,165 | $1.7B | $5.0M |
| 2 | KLDISCOVERY HOLDINGS INC. KLDISCOVERY ONTRACK, LLC 401(K) PLAN | EDEN PRAIRIE MN | 2,300 | $125.9M | $561K |
| 3 | BUNGE NORTH AMERICA, INC. THE BUNGE DEFINED CONTRIBUTION MASTER TRUST |
CHESTERFIELD MO |
| — |
| $563.1M |
| $532K |
| 4 | ALASKA COMMUNICATIONS SYSTEMS HOLDINGS, INC. ALASKA COMMUNICATIONS EMPLOYEE 401(K) SAVINGS PLAN FOR ALASKA | ANCHORAGE AK | 420 | $68.4M | $373K |
| 5 | LOGICMONITOR, INC. LOGICMONITOR 401(K) PLAN | SANTA BARBARA CA | 550 | $39.5M | $214K |
| 6 | POWERSCHOOL GROUP LLC POWERSCHOOL GROUP LLC 401(K) PLAN | FOLSOM CA | 1,627 | $222.5M | $199K |
