Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Invesco Capital Management Invesco Discovery Fund Class R6 in their Schedule of Assets, totaling $2.4M 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 | THE W.W. WILLIAMS CO. LLC THE W.W. WILLIAMS CO. LLC EMPLOYEES SAVINGS PLAN & TRUST PLAN | DUBLIN OH | 1,269 | $89.2M | $2.4M |
