Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Oppenheimer Inv Discov R6 Fd in their Schedule of Assets, totaling $926K 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 | SOUTHWEST RANGE SERVICES LLC SOUTHWEST RANGE SERVICES 401(K) PLAN | WSMR NM | 245 | $30.4M | $645K |
| 2 | THE DONALDSON GROUP, LLC THE DONALDSON GROUP, LLC | ROCKVILLE MD | 164 | $5.0M | $134K |
| 3 | CREDIT UNION OF TEXAS CREDIT UNION OF TEXAS 401(K) PLAN |
ALLEN TX |
| 592 |
| $32.6M |
| $56K |
| 4 | SHOALS TECHNOLOGIES GROUP, LLC SHOALS TECHNOLOGIES GROUP 401(K) PROFIT SHARING PLAN | PORTLAND TN | 960 | $5.8M | $49K |
| 5 | COMMUNITY LOANS OF AMERICA, INC. COMMUNITY LOANS OF AMERICA GROUP 401(K) PLAN | ATLANTA GA | 901 | $11.7M | $27K |
| 6 | CLEARWATER SOLUTIONS, LLC CLEARWATER SOLUTIONS, LLC 401(K) PLAN | GREENVILLE SC | 416 | $7.2M | $15K |
