Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding INVS DISC MDCP GR R6 Mutual fund - in their Schedule of Assets, totaling $1.9M 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 | EUROP ASSISTANCE NORTH AMERICA, INC EUROP ASSISTANCE NORTH AMERICA 401(K) PLAN | PEMBROKE PINES FL | 957 | $76.6M | $971K |
| 2 | SAFEWARE, INC. SAFEWARE, INC. 401(K) PLAN | LANHAM MD | 177 | $12.5M | $269K |
| 3 | SIMS-LOHMAN, INC. SIMS-LOHMAN, INC. 401(K) PLAN |
CINCINNATI OH |
| 694 |
| $25.8M |
| $246K |
| 4 | REMCO, INC. REMCO, INC. EMPLOYEES 401(K) PLAN | MECHANICSBURG PA | 837 | $45.4M | $169K |
| 5 | IRON GALAXY STUDIOS, LLC IRON GALAXY STUDIOS, LLC 401(K) PLAN | CHICAGO IL | 281 | $24.7M | $102K |
| 6 | DATRON WORLD COMMUNICATIONS, INC. DATRON WORLD COMMUNICATIONS, INC. 401(K) PLAN | VISTA CA | 55 | $14.1M | $71K |
| 7 | LENNON, SMITH, SOULERET ENGINEERING, INC. LENNON, SMITH, SOULERET ENGINEERING, INC. 401(K) PLAN | CORAOPOLIS PA | 131 | $12.7M | $70K |
