Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Oppenheimer Invesco Discovery R6 Fund # in their Schedule of Assets, totaling $16.9M 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 | CRESCENT ELECTRIC SUPPLY COMPANY CRESCENT ELECTRIC SUPPLY COMPANY 401(K) PLAN | EAST DUBUQUE IL | 1,836 | $172.7M | $4.9M |
| 2 | HYPERTHERM, INC. HYPERTHERM, INC. RETIREMENT SAVINGS PLAN | HANOVER NH | 1,533 | $297.5M | $4.9M |
| 3 | PROAMPAC HOLDINGS INC. PROAMPAC RETIREMENT PLAN |
CINCINNATI OH |
| 3,957 |
| $298.6M |
| $3.7M |
| 4 | HYPERTHERM, INC. HYPERTHERM ASSOCIATE STOCK OWNERSHIP PLAN | HANOVER NH | 1,450 | $1.1B | $1.9M |
| 5 | HORIZON BANCORP HORIZON BANCORP EMPLOYEES' THRIFT PLAN | MICHIGAN CITY IN | 817 | $67.1M | $928K |
| 6 | SIMMONS HANLY CONROY LLP SIMMONS HANLY CONROY 401(K) PLAN | ALTON IL | 425 | $126.9M | $355K |
| 7 | BLUE RAVEN SOLUTIONS, LLC BLUE RAVEN SOLUTIONS LLC 401(K) PLAN | MORRISTOWN NJ | 160 | $15.5M | $133K |
| 8 | BGIS GLOBAL INTEGRATED SOLUTIONS US, LLC BGIS GLOBAL INTEGRATED SOLUTIONS US, LLC 401(K) PLAN | — | 957 | $47.2M | $82K |
