Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Invs Discovery R6 in their Schedule of Assets, totaling $7.2M 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 | AUDIA INTERNATIONAL, INC. AUDIA INTERNATIONAL, INC. 401(K) & PROFIT SHARING PLAN | WASHINGTON PA | 924 | $163.0M | $4.4M |
| 2 | LBB SPECIALTIES HOLDINGS LLC LBB SPECIALTIES 401(K) PLAN | NORWALK CT | 196 | $47.5M | $1.0M |
| 3 | SAAMA TECHNOLOGIES, LLC SAAMA TECHNOLOGIES, LLC 401(K) PLAN |
CAMPBELL CA |
| 192 |
| $34.3M |
| $610K |
| 4 | SUMMIT GROUP, LLC SUMMIT GROUP, LLC 401(K) PLAN | SILVER SPRING MD | 100 | $18.9M | $525K |
| 5 | MJ INSURANCE INC. MJ INSURANCE, INC. 401(K) PLAN | CARMEL IN | 225 | $41.9M | $244K |
| 6 | DEAN MCGEE EYE INSTITUTE DEAN MCGEE EYE INSTITUTE 401(K) RETIREMENT PLAN | OKLAHOMA CITY OK | 329 | $56.4M | $168K |
| 7 | TRIUMPH FINANCIAL, INC. TRIUMPH FINANCIAL, INC. 401(K) PLAN | DALLAS TX | 1,562 | $101.0M | $143K |
| 8 | ADITI CONSULTING LLC RESOLVIT RESOURCES LLC 401(K) RETIREMENT PLAN | BELLEVUE WA | 58 | $5.6M | $11K |
