Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Invs Discovery R6 Mutual Fund in their Schedule of Assets, totaling $14.5M 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 | CHAMPIONX LLC CHAMPIONX 401(K) PLAN | SUGAR LAND TX | 4,147 | $724.1M | $11.6M |
| 2 | MWH CONSTRUCTORS, INC MWH CONSTRUCTORS 401(K) PLAN | BROOMFIELD CO | 737 | $67.7M | $837K |
| 3 | CONFIE HOLDING II CO. CONFIE HOLDING II CO. 401(K) PLAN | HUNTINGTON BEACH |
| 4,476 |
| $77.1M |
| $832K |
| 4 | CONN-SELMER, INC. CONN-SELMER 401(K) & PROFIT SHARING PLAN | ELKHART IN | 590 | $43.3M | $720K |
| 5 | REVHEALTH REVHEALTH 401(K) PLAN | MORRISTOWN NJ | 136 | $17.1M | $220K |
| 6 | BHG HOLDINGS, LLC DBA BEHAVIORAL HEALTH GROUP BEHAVIORAL HEALTH GROUP EMPLOYEE 401(K) PLAN | DALLAS TX | 1,921 | $13.5M | $123K |
| 7 | SAFEWARE, INC. SAFEWARE, INC. 401(K) PLAN | LANHAM MD | 177 | $12.5M | $118K |
| 8 | COMPREHENSIVE LOGISTICS CO., LLC COMPREHENSIVE LOGISTICS CO., LLC EMPLOYEE RETIREMENT PLAN | VIENNA OH | 1,794 | $16.3M | $28K |
